Barth Capital LLC

Overview

Barth Capital LLC is a small, owner-operated advisory firm focused on direct portfolio management for individuals, families and small businesses. The firm’s stated preference is equities, with a heavy reliance on exchange-traded instruments for core exposure. Compensation is a combination of a percentage of assets under management and performance-based fees, which indicates some client arrangements tie adviser pay to investment results. Barth Capital does not position itself as an ESG investor, nor as a pension consultant or multi-state adviser. It uses third-party alternative managers for select allocations rather than acting as a capital allocator. Given the firm’s client base and asset scale, its approach appears tailored and concentrated rather than institutional-scale multi-asset programmatic management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices