Black Barn Financial, LLC

RIASEC Registered

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, owner-operated limited liability company that provides fee-based advisory services to both individuals/families and institutional clients. The firm is registered with the SEC (registered in 2024) and offers a mix of billing arrangements, including a percentage of assets under management, hourly charges, and fixed fees. Core advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and educational seminars and workshops. The firm identifies as an active ESG investor, incorporating environmental, social, and governance considerations into its decision-making.