HAYNES BARKER INVESTMENT MANAGEMENT, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
2
Advisory reps
2

Firm details

Headquarters
JACKSON, Tennessee
CRD number
120046
Fee structure
Hourly Charges, Fixed Fees
Services
Financial PlanningPension Consulting

Firm profile

FINTRX

Overview

Haynes Barker Investment Management, LLC is an independent registered investment adviser that focuses on serving individual and family clients with fee-for-service financial planning and consulting. The firm charges clients on an hourly or fixed-fee basis, signaling an advice-centric model rather than a traditional percentage-of-assets approach. Advisory offerings explicitly include financial planning and pension consulting services, and the firm indicates a preference for outsourcing alternative exposures through third‑party managers rather than operating its own pooled vehicles. On the investment side, the firm relies primarily on mutual funds for core equity and fixed income exposure while layering in alternative strategies—specifically real estate, commodities, and oil & gas—to meet client objectives such as diversification and inflation protection. The firm is not identified as an active ESG investor and is run as an individually owned RIA rather than a multi-state or institutional capital allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • JAMES BARKER

    Managing DirectorCRD 3055606

  • WILLIAM HAYNES

    Managing DirectorCRD 2794830

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

JACKSON, TN

MADISON

Location

JACKSON, TN

Headquartered in JACKSON, TN, anchoring the Jackson-Brownsville, TN metro in the South.

Metro area
Jackson-Brownsville, TN
Region
South
County
MADISON
Address
50 Stonebridge Blvd
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth