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 registered investment advisor organized as an LLC and SEC-registered in 2024. The firm is owned by an individual and serves both private clients and institutional entities, providing financial planning, portfolio management for individuals/small businesses and for businesses or institutions, and educational seminars and workshops. Fee arrangements include AUM-based fees as well as hourly and fixed-fee engagements. The firm reports being an active ESG investor and does not position itself as a capital allocator. It is not listed as a multi-state adviser.