B

Baxter Capital Group

Updated today

Client AUM

$0

Clients

0

Advisors

1

of 1 employees

About

Baxter Capital Group LLC provides investment advisory services to individuals and high net worth individuals and generally seeks clients with a minimum account size of approximately $100,000 while retaining discretion to accept smaller accounts. The firm assists clients in evaluating bitcoin investments, developing bitcoin-focused strategies, and implementing those strategies through client accounts held at independent qualified custodians on a discretionary basis.

BCG’s investment approach centers on concentrated allocations to bitcoin, typically implemented with a long-term holding orientation and tailored to each client’s objectives, time horizon, and risk tolerance following a written suitability assessment. The firm does not provide comprehensive financial planning, does not maintain custody of client assets, and relies on qualified custodians to execute transactions and deliver account statements.

Noteworthy features include its single-asset focus on bitcoin and a Code of Ethics that permits personal bitcoin trading by associated persons while prioritizing client transactions; the firm also does not aggregate client orders across accounts. As a newly formed adviser with no assets under management, BCG serves both retail and high‑net‑worth investors—a client mix that is uncommon for firms without active registered advisors—and it does not charge performance‑based fees or act as a private fund adviser.

Client services

Portfolio management

Expertise

Private / alternative investments Concentrated stock management

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Fee options

Other

Account minimum: $100,000 Minimum fee: One-time onboarding fee up to $100, negotiable and may be waived

Main office

Dallas TX

Advisors at this office

1

Most active in

Texas

Also doing business as

Baxter Capital Group · Baxter Capital Group LLC

Disclosures

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Business activities & affiliations

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