BB
BB

Brett Ashley Barth

10 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingEstate PlanningTax PlanningRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
143 clients
Average Client Portfolio
$8.7M average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:$50M
Financial Planning:Included in AUM fee
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Location

1608 W. 5th St., Suite 200, Austin, TX, 78703

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Capital Creek Partners
December 2020 - Present · 5 yrs 2 mos
Previous Registrations
Avalon Advisors LLC
March 2015 - January 2019 · 3 yrs 10 mos
Avalon Wealth Management LLCBroker
June 2013 - January 2019 · 5 yrs 7 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.