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Courtney Gibson Bechtol

OXBOW ADVISORS, LLC·AUSTIN, Texas
Unclaimed Profile
500 WEST 5TH STREET, SUITE 1205, AUSTIN, TX 78701CRD# 5823025Firm CRD# 156393
01

About

Courtney Gibson Bechtol is a registered financial advisor based in AUSTIN, Texas, affiliated with OXBOW ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
OXBOW ADVISORS, LLC
OXBOW ADVISORS, LLC
AUM
$1.9B
Regulatory assets under management
Employees
12
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5823025
Firm CRD# 156393
3 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Courtney Gibson Bechtol offer?
Courtney Gibson Bechtol specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in AUSTIN, Texas for a consultation.
What are Courtney Gibson Bechtol's credentials?
Courtney Gibson Bechtol is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Courtney Gibson Bechtol located?
Courtney Gibson Bechtol is based in AUSTIN, Texas, working with OXBOW ADVISORS, LLC. Their office serves clients in the AUSTIN metropolitan area and surrounding communities.
How does Courtney Gibson Bechtol charge for services?
Courtney Gibson Bechtol's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OXBOW ADVISORS, LLC?
OXBOW ADVISORS, LLC has approximately 12 employees and manages $1.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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