Durkee Capital Advisors LLC (Austin)

Durkee Capital Advisors LLC is an adviser based in Austin. It has been registered with the SEC as an adviser since 2001.

Durkee Capital Advisors provides portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Durkee Capital Advisors LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Durkee Capital Advisors LLC

Edward Rudi Durkee has served as the Chief Investment Officer since 1 Jan 2012. Michelle Duncan Bergman joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Edward Rudi Durkee	Principal	1 Jun 1992	Other	1236862
Catherine Harmonmorgan	Principal	1 Dec 1998	75% - 100%	2776801
Edward Rudi Durkee	Chief investment officer	1 Jan 2012	25% - 50%	1236862
Jeffrey Orland Swope	Chief operating officer	1 Jan 2012	Other	1733034
Steven James Mundy	Chief technology officer	1 Jan 2012	Other	6047869
William Charles Ball	Vice president, research	1 Jan 2012	Other	6047874
Michelle Duncan Bergman	Chief compliance officer	1 Mar 2012	Other	4163830

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Swope Family Trust	Allison elaine ball, trustee	1 Jan 2012	25% - 50%	35-6851488

Based in Austin

The principal office where Durkee Capital Advisors LLC performs its advisory services is located at 503 Colorado Street, Austin, TX 78701, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.