Baxter Capital Management Inc
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Overview
Baxter Capital Management Inc operates as an advisory company based in Indianapolis, Indiana. Baxter Capital Management Inc has $1.8 billion in total assets throughout 14 accounts, making it one of the largest financial advisory firms in the nation by assets under management (AUM). The firm has a small team, including 3 financial advisors. Baxter Capital Management Inc is not a registered broker-dealer, meaning the advisor cannot buy and sell securities for its clients' and own accounts and instead is required to go through a broker-dealer firm to do so. Securities are defined as tradable fiscal assets like bonds, equities and options.
Baxter Capital Management Inc administers zero of its client assets in a discretionary manner. Discretionary management is a structure in which transaction decisions are made by a portfolio manager without needing client authorization. The company also manages 14 non-discretionary accounts with a total of $1.8 billion in assets under management. Baxter Capital Management Inc's average account size is $127.4 million. An average financial advisor at Baxter Capital Management Inc oversees around five client accounts, placing it among the most personalized advisor firms in the country.
Baxter Capital Management Inc's central office is at 9247 North Meridian Street Ste. 103, Indianapolis, Indiana 46260-1824. Baxter Capital Management Inc is legally permitted to provide services to customers in the state of Indiana.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Baxter Capital Management Inc by the Numbers
$1.8 billion
3
14
$127.4 million
Fee Structure
Fees charged by financial advisors typically depend on which services the firm provides the client. However, fee types billed by the company most likely are comprised of some combination of the following fee types: asset-based or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the company.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 32% of firms
Fixed
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company provides services to banking institutions and charitable organizations. Out of its 14 clients, Baxter Capital Management Inc's biggest client group is banking institutions. None of the company's customers are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 92.86%
- Charitable Organizations - 7.14%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Baxter Capital Management Inc does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Baxter Capital Management Inc
Indianapolis, IN
Indianapolis, IN
Indianapolis, IN
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