Robert Gauntt is a registered investment advisor at Capital Creek Partners, based in Austin, TX, with 38 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Estate Planning, High Net Worth, and 5 more. Their firm serves 167 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.25% |
Fees range from 0.25% to 1.00% based on assets under management, complexity, and asset types. Fees are negotiable and alternative fee structures including flat fees or performance fees may apply.
Fee Estimator
Location
1608 W. 5th St., Suite 200, Austin, TX, 78703
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Robert serves on the board of The University of Texas Investment Management Company (UTIMCO) and participates in its Compensation and Risk Committees. He also serves as an uncompensated advisory board member for Treaty Oak Equity LLC and as a General Partner to Capstar Ventures LP, providing advisory services and assisting with fundraising.
Employment History
Current Registrations
Capital Creek Partners
Previous Registrations
Avalon Wealth Management LLCBroker
Avalon Advisors LLC
Morgan Stanley & CO., IncorporatedBroker
Painewebber IncorporatedBroker
Goldman, Sachs & CO.Broker
Rotan Mosle INC.Broker
Painewebber IncorporatedBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Michael Miller, CFACapital Creek Partners
- Alexander Hallum, CFPPer Stirling Capital Management, LLC
- Stephen Klein, CFADimensional Fund Advisors LP
- Ryan Donelson, CFP
- Paul Lueb, CFPMaslow Wealth Advisors
- Fenny Jie, CFABok Financial Private Wealth, INC.