Baxter Capital Management Inc

Overview

Baxter Capital Management Inc is an SEC registered investment adviser based in Indianapolis, IN, registered since 1979. It reports $4.2B in assets under management across 13 accounts, with 3 employees. It has 3 investment adviser representatives.

Reported AUM

$4.2B

Accounts

13

Average account

$323M

Employees

3

Advisory reps

3

Registered since

1979

Jurisdictions

1

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Other Advisory Services
• Portfolio Management for Businesses or Institutional Clients

Client types

• Banks or Thrifts
• Charities and Non-Profits

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 2 of 2

• David Colin Smith President, Director, Chief Compliance Officer CRD 5696402
• Gary Lee Baxter Chief Economist, Director, Secretary-Treasurer CRD 4342490

Advisory reps 3 of 3

• Gary Lee Baxter Investment Adviser Rep CRD 4342490
• Derek Allen Gale Investment Adviser Rep CRD 6471186
• David Colin Smith Investment Adviser Rep CRD 5696402

Location

Headquarters

9247 N Meridian St Ste 103
Indianapolis, IN 46260

County

Marion

Metro area

Indianapolis-Carmel-Anderson, IN

Region

Midwest

Registrations

• SEC registered
• Registered in 1 jurisdiction
• Website: baxtercapitalmanagement.com

Every state, with registration dates

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