# Patrick Mulvehill

> Patrick Mulvehill is a fee-only financial advisor at Baztec Capital Management in Edina, Minnesota. Baztec Capital Management reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.

Page: https://find.wellspent.co/advisors/patrick-mulvehill/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Baztec Capital Management
- **Based in:** Edina, Minnesota
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees; Performance-based fees
- **Assets under management (firm):** $40.2M across 16 accounts
- **CRD:** 5841475 (https://adviserinfo.sec.gov/individual/summary/5841475)
- **SEC registration:** Investment adviser representative in MN
- **Exams passed:** Series 63 (2010), Series 65 (2020)
- **Firm size:** 1 employee
- **Disclosures:** None reported

## Frequently asked questions

### Is Patrick Mulvehill a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Patrick holds no broker registration, and Baztec Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Patrick charge for financial advice?

Patrick's firm, Baztec Capital Management, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.

### Where is Patrick Mulvehill based?

Patrick Mulvehill is based in Edina, Minnesota.

### Is Patrick Mulvehill registered with the SEC?

Yes. Patrick Mulvehill is registered as an investment adviser representative in MN (CRD 5841475), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Baztec Capital Management manage?

Baztec Capital Management reports $40.2M across 16 accounts in assets under management.

### How do I contact Patrick Mulvehill?

Contact details aren't on file yet. Search for Baztec Capital Management.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5841475): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.