Barrington Capital Management, Inc.

RIASEC Registered
Total AUM
$11.9M
Discretionary
$11.9M
100% of AUM
Avg account
$156K
Accounts
76
Employees
2
Advisory reps
2

Firm details

Headquarters
Bloomington, Minnesota
CRD number
115603
Custodians
CHARLES SCHWAB & CO., INC., CAPITAL GROUP | AMERICAN FUNDS, ALLIANZ LIFE FINANCIAL SERVICES, LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Individuals52.16%
  • HNWI47.84%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Barrington Capital Management, Inc. is an independent, owner-operated registered investment adviser that focuses on fee-based work with individual and family clients. The firm acts as a capital allocator, combining discretionary portfolio management with financial planning and advisory services for individuals, small businesses and institutional/business clients. Its advisory menu includes selecting other advisers and running educational seminars, while its business activities extend into insurance brokerage and other financial product distribution. Fee arrangements are flexible: the firm charges a percentage of assets under management and also uses hourly and fixed-fee engagements. Barrington does not identify as an active ESG investor and appears to operate on a single-state basis. The firm is not described as a pension consultant or a related adviser to another registered entity.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 85%, Exchange Traded Equities 15%85%
  • Public Funds/Mutual Funds85%
  • Exchange Traded Equities15%

Owners & executives

1 of 1
  • Robert Lawson

    Robert Lawson

    President and Chief Compliance OfficerCRD 1170465

Contacts

1 of 1
  • Scott Schneider

    Scott Schneider

    Vice PresidentCRD 5597127

Wealth teams

FINTRX

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

Bloomington, MN

Hennepin

Location

Bloomington, MN

Headquartered in Bloomington, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.

Metro area
Minneapolis-St. Paul, MN-WI
Region
Midwest
County
Hennepin
Address
3800 American Blvd W
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth