Barry
Brauchi

Oxbow Advisors, LLC

CRD#4699093
Investment Advisor
in Austin, TX

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About this Advisor

Barry Brauchi is a certified financial planner based in Austin, Texas with a total of 7 years of industry experience. Brauchi currently works for Oxbow Advisors, LLC. Their career trajectory has included roles at Purshe Kaplan Sterling, Syntal Capital Partners, LLC, Oxbow Advisors, LLC and Herndon Plant Oakley LTD. Brauchi maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can work in Texas. Oxbow Advisors, LLC is a company based in Austin, TX. The company has offices in three locations and a total of 13 people on staff. It manages $2 billion in assets across its 1,456 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm serves nine charities and foundations. Of its 1,456 accounts, 41% are associated with high-net-worth investors who have at least $1 million in assets. Oxbow Advisors, LLC performs a wide range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial management fees largely depend on which services the firm provides the client. However, fees charged by Oxbow Advisors, LLC likely consist of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

7 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

500 West 5Th Street, Suite 1205
Austin, TX 78701

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Oxbow Advisors, LLC Brokerage Details

Total Assets Under Management

$1,778,335,240

TX Average: $3,042,739,679
Total Number of Employees

13

TX Average: 49
Total Number of Accounts

1,456

TX Average: 2,315
Average Account Size

$1,221,384

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Barry Brauchi Work History

Barry has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Oxbow Advisors, LLC

2016 - Present (8 years)

Herndon Plant Oakley LTD

2012 - 2016 (4 years)

Purshe Kaplan Sterling

2012 - 2016 (4 years)

Syntal Capital Partners, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Barry Brauchi to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Oxbow Advisors, LLC

Barry Brauchi
Austin, TX
Thomas Crain
Houston, TX
Chance Finucane
Austin, TX
Edward Budd
Austin, TX
William Kopp
Houston, TX
Courtney Bechtol
Austin, TX
Alexander Pierce
San Antonio, TX

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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