Barking Sands Capital

RIAState Registered
Total AUM
$45M
Discretionary
$45M
100% of AUM
Avg account
$117K
Accounts
385
Employees
2
Advisory reps
2

Firm details

Headquarters
Troy, Michigan
CRD number
141907
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Individuals62.22%
  • HNWI33.33%
  • Pension & Profit Sharing Plans4.44%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Barking Sands Capital is an independent, individual-owned LLC that serves primarily individual and family clients. The firm operates as a capital allocator and provides a mix of advice and execution: financial planning, portfolio management for individuals and small businesses, and selection of other advisers. It also functions as an insurance broker. Compensation arrangements include percentage-of-assets-under-management billing alongside hourly and fixed-fee engagements. The firm’s stated investment preference skews toward equities, and it uses third‑party managers for alternative exposures. Barking Sands Capital is registered in Michigan and Minnesota and maintains a small, client-focused practice rather than a multi-state or institutional platform. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 80%, Investment Grade Corp Bonds 10%, Cash & Cash Equivalents 10%80%
  • Exchange Traded Equities80%
  • Investment Grade Corp Bonds10%
  • Cash & Cash Equivalents10%

Contacts

2 of 2
  • Kelly L'esperance

    Kelly L'esperance

    PrincipalCRD 4058199

  • James L'esperance

    James L'esperance

    PrincipalCRD 4150205

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Troy, MI

Oakland

Location

Troy, MI

Headquartered in Troy, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.

Metro area
Detroit-Warren-Ann Arbor, MI
Region
Midwest
County
Oakland
Address
101 W Big Beaver Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth