BLACK BARN FINANCIAL, LLC

RIASEC RegisteredEst. 2024

Total AUM

$165M

Discretionary

$165M

100% of AUM

Avg account

$251K

Accounts

656

Employees

Advisory reps

Firm details

Headquarters: AUSTIN, Texas
CRD number: 170885
Registered since: October 29, 2024
Website: www.blackbarnfinancial.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI76.08%
Individuals22.9%
Corporations / Businesses1.01%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Black Barn Financial, LLC is an independent, SEC-registered investment adviser (registered in 2024) organized as a limited liability company and owned by an individual. The firm serves both individual and family clients as well as institutional clients, offering financial planning, portfolio management for individuals, small businesses and institutions, and educational seminars or workshops. Its billing options include a percentage-of-AUM schedule as well as hourly and fixed-fee arrangements. Black Barn identifies as an active ESG investor and positions its services across advisory and portfolio-management activities rather than functioning as a capital allocator or pension consultant.