Barnhart Investment Advisory

Overview

Barnhart Investment Advisory is a small, sole-proprietor RIA that focuses on portfolio management for individuals and small businesses. The firm charges a percentage-of-AUM advisory fee and manages client assets with a clear equity tilt: its stated preference is listed, exchange-traded equities. The business appears to run as a single-owner operation serving a very small client base, which points to a high-touch, customized approach rather than a product-distribution model. The adviser does not market itself as an ESG or pension consultant, and it is not structured as a multi-state or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices