Overview

Headquarters
Austin, TX
Total Firm Assets
$165 million
Average High-Net-Worth Client Portfolio Size
$2.0 million

Fee Disclosure

Source: BLACK BARN FINANCIAL, LLC ADV PART 2A (2026-07-02) · View brochure text

MinMaxDisclosed Annual Rate
$0 $2,000,000 1.50%
$2,000,001 $5,000,000 0.95%
$5,000,001 $25,000,000 0.65%
$25,000,001 and above 0.35%

Stated Minimum Annual Fee: $7,500

Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $15,000 1.50%
$5 million $58,500 1.17%
$10 million $91,000 0.91%
$50 million $276,000 0.55%
$100 million $451,000 0.45%

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in Texas for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets
76.08%
Number of High-Net-Worth Clients
63
Total Client Accounts
656
Discretionary Accounts
656

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Educational Seminars

Regulatory Filings

SEC CRD Number
170885
  • BLACK BARN FINANCIAL, LLC ADV PART 2A (2026-07-02) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

Frequently Asked Questions