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DA

David W. Andrus

BARTON CREEK INVESTMENT ADVISORS
Austin, TX 78733
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CRD#: 2790779
DA

Professional summary


David Wayne Andrus, who also goes by David Andrus, is a registered financial advisor currently at BARTON CREEK INVESTMENT ADVISORS located in Austin, Texas.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. David has worked at 2 firms and has passed the Series 63 and Series 2 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


David Andrus

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
DWA MINERALS, LLC NOT INVESTMENT-RELATED SPECIFICALLY, IN BUSINESS OF MINERAL ROYALTY INTERESTS AND RIGHTS ADDRESS: 3007 BARTON POINT CIRCLE AUSTIN, TX 78733 MANAGER OF DWA MINERALS, LLC DWA MINERALS LLC FORMED IN EARLY 2003 I DEVOTE 20 HOURS A YEAR TO DWA MINERALS LLC MY DUTIES INCLUDE MANAGEMENT, ACCOUNTING AND TAX RESPONSIBILITIES. ELE ENERGY LLC NOT INVESTMENT-RELATED SPECIFICALLY, IN BUSINESS OF MINERAL ROYALTY INTERESTS AND RIGHTS ADDRESS: 3007 BARTON POINT CIRCLE AUSTIN, TX 78733 MANAGER OF ELE ENERGY, LLC ELE ENERGY LLC FORMED IN LATE 2011 I DEVOTE 20 HOURS A YEAR TO ELE ENERGY LLC MY DUTIES INCLUDE MANAGEMENT, ACCOUNTING AND TAX RESPONSIBILITIES.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view David Wayne Andrus's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

January 12, 2022 - Present

BARTON CREEK INVESTMENT ADVISORS

Office #1: 3007 Barton Point Circle, Austin, TX 78733
RIA
CRD#: 163187
Austin, TX
Past

September 10, 2012 - December 31, 2021

BARTON CREEK INVESTMENT ADVISORS

RIA
CRD#: 163187
AUSTIN, TX
Past

December 19, 2003 - July 19, 2016

ANDRUS INVESTMENT MANAGEMENT, INC.

RIA
CRD#: 119242
AUSTIN, TX

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Texas
(1/12/2022)

Exams


State Security Law Exam
RR
Series 63
Date: 7/26/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 2
Date: 7/29/1996
Non-Member General Securities Examination

Current Firm


BC
BARTON CREEK INVESTMENT ADVISORS
BARTON CREEK INVESTMENT ADVISORS | BARTON CREEK INVESTMENT ADVISORS, LLC

CRD#: 163187 / SEC#:

Texas
Registered Investment Advisory firm - (1/12/2022 Approved)
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Contact information


Main Address
3007 Barton Point Circle, Austin, TX 78733
Mailing Address
Phone number
(512) 636-9000
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts30
AUM (Assets Under Management)$ 10,000,000

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


BARTON CREEK INVESTMENT ADVISORS

CRD#: 163187Austin, TX 78733

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