ADVISORS CRYPTO, INC.
Adviser information for ADVISORS CRYPTO, INC. last updated from Form ADV on March 30th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Texas, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 165 | $16.7M |
| Non-Discretionary | 0 | $0 |
| Total | 165 | $16.7M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 28 | $3.5M |
| HNW Individuals | 13 | $13.2M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-121191 |
|---|---|
| SEC ERA File Number | 801-121191 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 109201 |
| Legal Entity Identifier | None |
Principal Office
6500 RIVER PLACE BLVDBUILDING 7, SUITE 250
AUSTIN
TX
United States
Monday - Friday, BY APPOINTMENT
Tel: 512-346-8000, Fax: 512-346-6486
Websites
Chief Compliance Officer
ERIC W. KENDRICK
FOUNDER
6500 RIVER PLACE BLVD
BUILDING 7, SUITE 250
AUSTIN
TX
United States
Tel:
512-346-8000
Fax:
512-346-6486
I***@*****************M
(Full email address available in API data)
Industry Affiliates
| SUSAN BLAIR, CPA | Accountant or accounting firm |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| KG ADVISORS IV, LP | Domestic Entity | – | OWNER | 12/2012 | > 75% |
| KENDRICK, ERIC, WAYNE | Individual | KG INC | PRESIDENT | 12/2012 | > 75% |
| KENDRICK, ERIC, WAYNE | Individual | – | PRESIDENT/CCO | 12/2012 | < 5% |
| KG INC | Domestic Entity | KG ADVISORS IV, LP | GENERAL PARTNER | 12/2012 | |
| KG INC | Domestic Entity | KG ADVISORS IV, LP | LIMITED PARTNER | 12/2012 | 50-75% |
| KG ADVISORS III | Domestic Entity | KG ADVISORS IV, LP | LIMITED PARTNER | 05/2021 | 25-50% |