Barry
Brauchi

Oxbow Advisors, LLC

CRD#4699093
Investment Advisor
in Austin, TX

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About this Advisor

Barry Brauchi is a financial advisor based in Austin, Texas, working with Oxbow Advisors, LLC. Barry has previously held positions at Purshe Kaplan Sterling, Syntal Capital Partners, LLC, Herndon Plant Oakley LTD, and Oxbow Advisors, LLC. Barry has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Barry is part of Oxbow Advisors, LLC, which operates out of Austin, Texas. The firm has 3 offices and 11 employees. The firm manages assets totaling $1.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Oxbow Advisors, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

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

$1,948,085,898

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

11

TX Average: 49
Total Number of Accounts

1,527

TX Average: 2,315
Average Account Size

$1,275,760

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

2016 - Present (8 years)

Herndon Plant Oakley LTD

2016 - Present (8 years)

Oxbow Advisors, LLC

2012 - 2016 (4 years)

Purshe Kaplan Sterling

2012 - 2016 (4 years)

Syntal Capital Partners, LLC

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
Courtney Bechtol
Austin, TX
Dana Croswhite
Austin, TX
Robert Walsh
Austin, TX

The content in this profile was updated by SmartAsset on 6/19/2024. 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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