Baxter Capital Group
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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
Expertise
Fee options
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
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
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