DA
CFA
DA
CFA

David Andrus

22 Years of Experience
Austin, TX

David Andrus is a CFA-designated registered investment advisor at Barton Creek Investment Advisors, based in Austin, TX, with 22 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 30 clients with $10M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$10.0M
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Location

3007 Barton Point Circle, Austin, TX, 78733

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

David manages DWA Minerals LLC, formed in 2003, and ELE Energy LLC, formed in 2011, both involved in mineral royalty interests and rights. He spends minimal time per week on each LLC, handling management, accounting, and tax responsibilities.

Employment History
Current Registrations
Barton Creek Investment Advisors
January 2022 - Present · 4 yrs 4 mos
Previous Registrations
Barton Creek Investment Advisors
September 2012 - December 2021 · 9 yrs 3 mos
Andrus Investment Management, INC.
December 2003 - July 2016 · 12 yrs 7 mos
State Registrations1 state
TX
Advisor

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
No exam information available for this advisor.