Baxter Capital Management

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Last updated: February 18th, 2020. 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
Rank (United States) Top 10%
Advisors Directory View Directory
Avg Advisor Years Registered 11
Percentage of Advisors Trusted 67%
Minimum Investment $2,500,000
Average Client Balance $50,314,225
Total AUM $704.4 million
Advisor / Client Ratio 1:5
Headquarters Indianapolis, IN
SEC Filings View SEC IAPD CRD #105123
State(s) Registered IN

SEC data last verified 02/18/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.



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