INDIANAPOLIS, INCRD 105123Latest ADV March 30, 2026
Baxter Capital Management Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Indianapolis, IN. Its latest Form ADV filing, dated March 30, 2026, reports $4.2B in regulatory assets under management, 3 employees, and 13 accounts.
Assets Under Management
$4.2B
Employees
3
Offices
--
Total Clients
13
Primary office
INDIANAPOLIS, IN
9247 NORTH MERIDIAN STREET STE. 103, INDIANAPOLIS, IN, United States
Top client segmentBanks represent 92.3% of total clients.
Top client categories% of clientsClients
1
Banks
92.3%
12
2
Charitable
7.7%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$4.2Bas of March 30, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$4.2B
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$4.2B
Total Accounts13
10Y AUM Change+$3.7B (+821.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee4:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.