Baxter Capital Management Review


Trust Score 96%
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Last updated: June 26th, 2019. Data source: SEC filings.

Baxter Capital Management, federally registered in 1979, is a Registered Investment Advisor (RIA) in 1 state(s) with a licensed staff of 3 advisors. Baxter Capital Management manages $704.4 million and provides investment advisory services for 14 clients (1:5 advisor/client ratio). This firm does not have a disciplinary history.

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Firm Information


Feature Value
Minimum Investment $2,500,000
Average Client Balance $50,314,225
Hybrid Advisor No
Disciplinary History No
Total AUM $704.4 million
Advisor / Client Ratio 1:5
Headquarters Indianapolis, IN
SEC Filings Forms and Brochures    (CRD # 105123)
State(s) Registered IN


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