{ "crd_number": 109201, "slug": "advisors-crypto-inc-austin-tx-109201", "primary_business_name": "ADVISORS CRYPTO, INC.", "legal_name": "ADVISORS CRYPTO, INC.", "dbas": [], "city": "Austin", "state": "TX", "country": "United States", "cbsa_code": "12420", "metro": { "cbsa_code": "12420", "common_name": "Austin", "msa_name": "Austin-Round Rock-San Marcos, TX", "path": "/advisors/tx/austin" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2021-05-10", "years_registered": 5, "period": "2026-10-01", "filing_date": "2026-03-31", "carried_forward": false, "raum_total": 11247097.0, "raum_discretionary": 11247097.0, "raum_non_discretionary": 0.0, "raum_band": "under_25m", "raum_band_label": "Under $25 million", "total_employees": 2, "advisory_employees": 0, "client_count_bucket": "fewer_than_5_in_some_types", "clients_by_type": { "individuals": { "raum": 11247097.0, "count": 74 }, "high_net_worth_individuals": { "raum": null, "count": null, "fewer_than_5": true } }, "compensation_types": [ "percentage_of_aum" ], "advisory_activities": [ "portfolio_management_individuals" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [], "websites": [ "https://advisorscrypto.com" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/109201", "city_as_filed": "AUSTIN", "url": "https://advisorcensus.com/firm/advisors-crypto-inc-austin-tx-109201", "display_name": "Advisors Crypto, Inc.", "summary": "Advisors Crypto, Inc. is an SEC-registered investment advisory firm in Austin, TX, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.", "citation": "AdvisorCensus. Advisors Crypto, Inc. (CRD 109201): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management" ], "advisory_activity_labels": [ "Portfolio management for individuals and/or small businesses" ], "quick_answers": [ { "q": "How is Advisors Crypto, Inc. compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Advisors Crypto, Inc. reports these compensation arrangements: a percentage of assets under its management." }, { "q": "What does Advisors Crypto, Inc.'s brochure say about its fees?", "a": "Its Form ADV Part 2A brochure dated March 31, 2026 states: Up to $1,000,000: 1% a year; $1,000,000 to $2,000,000: 0.75% a year; Above $2,000,000: 0.5% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement." }, { "q": "Where is Advisors Crypto, Inc. located?", "a": "Advisors Crypto, Inc.'s principal office is in Austin, TX, according to its Form ADV." }, { "q": "Is Advisors Crypto, Inc. registered with the SEC or a state?", "a": "Advisors Crypto, Inc. is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 109201." }, { "q": "How much does Advisors Crypto, Inc. manage?", "a": "Advisors Crypto, Inc. reports $11,247,097 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary)." }, { "q": "How have Advisors Crypto, Inc.'s assets and staff changed since 2021?", "a": "In the Form ADV data for Advisors Crypto, Inc.: Regulatory assets under management: $103,528,511 in the October 2021 data and $11,247,097 in the October 2026 data, down 89%. Total employees: 3 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Advisors Crypto, Inc. serve?", "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (74)." }, { "q": "Which custodians does Advisors Crypto, Inc. use?", "a": "Advisors Crypto, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets." }, { "q": "Does Advisors Crypto, Inc. report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/109201" } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 103528511.0, "total_employees": 3, "filing_date": "2021-07-23" }, { "period": "2022-10-01", "regulatory_assets_under_management": 90355654.0, "total_employees": 3, "filing_date": "2022-03-31" }, { "period": "2023-10-01", "regulatory_assets_under_management": 35485667.0, "total_employees": 3, "filing_date": "2023-05-02" }, { "period": "2024-10-01", "regulatory_assets_under_management": 16663472.0, "total_employees": 2, "filing_date": "2024-06-13" }, { "period": "2025-10-01", "regulatory_assets_under_management": 11453074.0, "total_employees": 2, "filing_date": "2025-04-01" }, { "period": "2026-10-01", "regulatory_assets_under_management": 11247097.0, "total_employees": 2, "filing_date": "2026-03-31" } ], "recent_changes": [], "fees_from_brochure": { "source": "Form ADV Part 2A brochure dated March 31, 2026", "tiers": [ { "band": "Up to $1,000,000", "rate": "1%" }, { "band": "$1,000,000 to $2,000,000", "rate": "0.75%" }, { "band": "Above $2,000,000", "rate": "0.5%" } ], "flat_rate": null, "stated_range": null, "stated_maximum": null, "account_minimum": null, "account_minimum_may_be_waived": false, "minimum_annual_fee": null, "figures": [ { "label": "Fee schedule", "statements": [ "Up to $1,000,000: 1% a year", "$1,000,000 to $2,000,000: 0.75% a year", "Above $2,000,000: 0.5% a year" ], "quotes": [ "The firm’s standard advisory fee schedule is based on assets under management and is generally charged quarterly in arrears. Unless otherwise agreed in writing, the fee schedule is as follows:", "First $1 million of Assets 0.25% 1.0%", "Next $1 million of Assets 0.1875% 0.75%", "Assets over $2 million 0.125% 0.5%" ] } ], "quotes": [ "The firm’s standard advisory fee schedule is based on assets under management and is generally charged quarterly in arrears. Unless otherwise agreed in writing, the fee schedule is as follows:", "First $1 million of Assets 0.25% 1.0%", "Next $1 million of Assets 0.1875% 0.75%", "Assets over $2 million 0.125% 0.5%" ], "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable." }, "custodians": [ { "name": "Charles Schwab & Co., Inc.", "name_as_filed": "CHARLES SCHWAB & CO., INC.", "affiliated": false } ], "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.", "markdown_url": "https://advisorcensus.com/firm/advisors-crypto-inc-austin-tx-109201.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": 74, "fewer_than_5": false, "raum": 11247097.0 }, { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": null, "fewer_than_5": true, "raum": null } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/109201", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }