Brian
Anderson

Advantage Capital

CRD#4018854
Investment Advisor
in Austin, TX

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Brian Anderson is a financial advisor based in Austin, Texas, working with Advantage Capital. Brian has previously held positions at Owel Holding, Logicorp Enterprises, and Ge Capital Management. Brian is registered to provide services in Texas. Currently, Brian is part of Advantage Capital, which operates out of Austin, Texas. The firm has 6 offices and 180 employees. The firm manages assets totaling $824.8 million and offers portfolio management for pooled investment vehicles. The fee structure at Advantage Capital includes performance-based and other fees.

Services Offered

Portfolio management for pooled investment vehicles

Fee Structure

Performance-based Fees, Others

Office Location

900 S. Capital Of Texas Highway Las Cimas Buildings 4, Suite 480
Austin, TX 78746

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Advantage Capital Brokerage Details

Total Assets Under Management

$824,796,567

TX Average: $486,181,852
Total Number of Employees

180

TX Average: 13
Total Number of Accounts

10

TX Average: 722
Average Account Size

$82,479,657

TX Average: $673,382

Investment Advisory Services

  • Portfolio management for pooled investment vehicles

Brian Anderson Work History

2019 - 2020 (1 year)

Owel Holding

2017 - 2019 (2 years)

Logicorp Enterprises

2007 - 2017 (10 years)

Ge Capital Management

Disclosures

Please visit the SEC profile of Brian Anderson 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 Advantage Capital

Jonathan Kofos
Austin, TX
Joseph Lynch
Austin, TX
Arjun Mohan
Austin, TX
Colin Nickells
Austin, TX
Erin Harvey
Austin, TX
Adan Leal
Austin, TX
Joshua Mitchell
Austin, TX
Brian Anderson
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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started