A complete list of active advisors currently associated with Baxter Capital Group
Warmer can help you find a great advisor at Baxter Capital Group or one who fits your needs even better.
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.
To learn more about the advisors currently working at Baxter Capital Group, 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.
Name |
Location |
Years of experience |
|---|---|---|
Dallas, TX
| 0
|
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