Barden Capital Management, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 141769
- Registered since
- July 22, 2022
- Website
- bardencapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI66.16%
- Individuals33.84%
- Services
- Financial PlanningPortfolio Management for IndividualsPublication of Periodicals
Firm profile
FINTRXOverview
Barden Capital Management, Inc. is an independent, SEC-registered registered investment adviser organized as a corporation and owned by an individual. The firm reports a client focus on individuals and families and charges fees based on a percentage of assets under management. Its advisory services include financial planning, discretionary portfolio management for individuals and small businesses, and the publication of periodicals or newsletters. The firm does not identify itself as an active ESG investor, a pension consultant, a related adviser, or a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities47%
- Public Funds/Mutual Funds37%
- Investment Grade Corp Bonds12%
- Cash & Cash Equivalents3%
- State & Local Bonds1%
Owners & executives
1 of 1
Ryan Barden
Chief Operations OfficerCRD 3021189
Contacts
2 of 2
Eric Barden
President and Portfolio ManagerCRD 2720982
Douglas Arnest
Financial Advisor and Registered RepresentativeCRD 6127892
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 29Active vs passive
$79.2M in ETFs
100%
$79M
0%
$238K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB INTERNATIONAL EQUITY ETF (SCHF) | Schwab | Passive | Foreign Large Blend | $9.6M | 386,874 | 12.09% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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