Overview
Assets Under Management: $165 million
Headquarters: AUSTIN, TX
High-Net-Worth Clients: 63
Average Client Assets: $2 million
Frequently Asked Questions
BLACK BARN FINANCIAL, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #170885), BLACK BARN FINANCIAL, LLC is subject to fiduciary duty under federal law.
BLACK BARN FINANCIAL, LLC is headquartered in AUSTIN, TX.
BLACK BARN FINANCIAL, LLC serves 63 high-net-worth clients according to their SEC filing dated January 20, 2026. View client details ↓
According to their SEC Form ADV, BLACK BARN FINANCIAL, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and educational seminars and workshops. View all service details ↓
BLACK BARN FINANCIAL, LLC manages $165 million in client assets according to their SEC filing dated January 20, 2026.
According to their SEC Form ADV, BLACK BARN FINANCIAL, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Educational Seminars
Clients
Number of High-Net-Worth Clients: 63
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.08
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 656
Discretionary Accounts: 656
Regulatory Filings
CRD Number: 170885
Filing ID: 2042482
Last Filing Date: 2026-01-20 11:49:04