# Bee Cave Investment Advisors

> Bee Cave Investment Advisors is a state-registered investment advisory firm, registered since 2014, with no regulatory assets under management reported in its Form ADV filing dated February 27, 2025.

- CRD: 151245
- Filed as: BEE CAVE INVESTMENT ADVISORS
- Legal name: Patrick Towne
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Colorado
- Filing period: October 2026
- Form ADV filing dated: February 27, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/151245
- AdvisorCensus page: https://advisorcensus.com/firm/bee-cave-investment-advisors-151245

## Quick answers

**How is Bee Cave Investment Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Bee Cave Investment Advisors reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Bee Cave Investment Advisors registered with the SEC or a state?**
Bee Cave Investment Advisors is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 151245.

**Does Bee Cave Investment Advisors 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/151245

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2014 (12 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bee Cave Investment Advisors (CRD 151245): Form ADV filing data as of October 2026.