Barksdale Investment Management
Firm details
- Headquarters
- Nashville, Tennessee
- CRD number
- 105098
- Registered since
- December 27, 1984
- Website
- barksdaleim.com
- Custodians
- BANK, BANK, AMALGAMATED BANK, BANK
- Fee structure
- Percentage of AUM
- Client types
- Pension & Profit Sharing Plans40.69%
- Insurance Companies14.83%
- State / Municipal Government14.48%
- Corporations / Businesses12.46%
- Charitable Organizations11.53%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Barksdale Investment Management is a privately owned corporate RIA that has been SEC-registered since 1984. The firm provides fee-based portfolio management for both individual and family clients as well as institutional and business accounts, charging a percentage of assets under management. Its advisory activity centers on discretionary portfolio management for individuals/small businesses and for businesses or institutions. The firm does not identify as an active ESG investor, is not structured as a capital allocator, and does not describe itself as a multi-state adviser or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- US Government Bonds55%
- Investment Grade Corp Bonds28%
- Other10%
- Exchange Traded Equities4%
- Non-Investment Grade Corp Bonds2%
Owners & executives
3 of 3
James Murphy
Chief Compliance OfficerCRD 4308605
Charles Webb
Principal and Chief Investment OfficerCRD 4344725
Ann Roberts
President, Chief Executive OfficerCRD 2195221
Contacts
3 of 9
Frank Puryear
Principal, ChairmanCRD 1984403
Stephen Zurlo
Associate Portfolio ManagerCRD 7172753
Melissa Laffer
Associate Portfolio ManagerCRD 2192155
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Nashville, TN
Davidson
Location
Nashville, TN
Headquartered in Nashville, TN, anchoring the Nashville-Davidson--Murfreesboro, TN metro in the South.
- Metro area
- Nashville-Davidson--Murfreesboro, TN
- Region
- South
- County
- Davidson
- Address
- 40 Burton Hills Blvd
- Time zone
- CT (UTC-6)
- Office locations
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