A complete list of active advisors currently associated with Barton Creek Advisors, LLC

Warmer can help you find a great advisor at Barton Creek Advisors, LLC or one who fits your needs even better.

The firm provides investment advisory and financial planning services to individuals, trusts, and estates, delivering customized portfolio construction and periodic financial plans or consultations. It assists clients in establishing investment policy statements and asset allocations and may refer clients to unaffiliated third‑party money managers to implement strategies. The firm typically oversees the selection and supervision of those third‑party managers while delegating day‑to‑day trading and custody to the managers or custodians; according to the brochure, the firm reported all of its disclosed assets as non‑discretionary ($2,761,271 across 30 accounts as of December 31, 2016). Clients enter into separate agreements with the third‑party managers, and the firm reviews manager materials distributed through the firm and monitors adherence to client objectives. Notably, the principal conducts insurance agency activities and may sell life insurance settlements, receiving commissions separate from advisory fees — a disclosed potential conflict of interest for clients to consider. The firm also receives a portion of fees collected by recommended third‑party managers rather than charging separate transaction commissions, and it states that fees may be deducted directly from client accounts (a practice that the brochure notes can create custody considerations).

To learn more about the advisors currently working at Barton Creek Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.