BARGELD FINANCIAL

Overview

Bargeld Financial is a small, independent registered investment adviser operating as a limited liability company and run by an individual owner. The firm serves individuals and families, providing financial planning, portfolio management for individuals and small businesses, and selection of other advisers. It also operates as an insurance broker and provides accounting services, which suggests a client service model that blends investment advice with insurance and tax-aware planning. The firm identifies as a capital allocator and reports being an active ESG investor. Given the designation as a capital allocator and the use of third‑party alternative managers, Bargeld Financial tends to rely on external fund managers for specialized exposures rather than building large in‑house strategies. Its fee model combines a percentage of assets under management and hourly charges, which fits a mixed advisory workflow of ongoing portfolio oversight for some clients and one‑off or project work for others. The firm is not registered as a multi‑state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices