# Barton Creek Advisors, LLC

> Barton Creek Advisors, LLC is a state-registered investment advisory firm, registered since 2004, reporting under $25 million in regulatory assets under management in its Form ADV filing dated May 31, 2023.

- CRD: 130994
- Filed as: BARTON CREEK ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Texas
- Filing period: October 2026
- Form ADV filing dated: May 31, 2023
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/130994
- AdvisorCensus page: https://advisorcensus.com/firm/barton-creek-advisors-llc-130994

## Quick answers

**How is Barton Creek Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Barton Creek Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Barton Creek Advisors, LLC registered with the SEC or a state?**
Barton Creek Advisors, LLC is a state-registered investment advisory firm, registered since 2004. Status as filed: APPROVED. CRD 130994.

**How much does Barton Creek Advisors, LLC manage?**
Barton Creek Advisors, LLC reports $4,921,704 in regulatory assets under management in its Form ADV filing dated May 31, 2023 (0% discretionary).

**What types of clients does Barton Creek Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (16); high net worth individuals (6).

**Does Barton Creek Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/130994

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $4,921,704
- Discretionary: $0
- Non-discretionary: $4,921,704

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 16 | $1,007,041 |
| High net worth individuals | 6 | $3,914,663 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2004 (21 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bartoncreekadvisors.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Barton Creek Advisors, LLC (CRD 130994): Form ADV filing data as of October 2026.