Barden Capital Management, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 141769
- Registered since
- July 22, 2022
- Website
- bardencapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI66.16%
- Individuals33.84%
- Services
- Financial PlanningPortfolio Management for IndividualsPublication of Periodicals
Firm profile
FINTRXOverview
Barden Capital Management, Inc. is an independent, SEC-registered registered investment adviser that serves individual and family clients. The firm is organized as a corporation, is owner-operated by an individual, and has been SEC-registered since 2022. Its primary revenue model is a percentage-of-AUM fee schedule. Core advisory services include financial planning, portfolio management for individuals and small businesses, and the publication of periodic newsletters or market commentaries. The firm does not self-identify as an ESG investor, is not a multi-state adviser, and does not act as a pension consultant or a capital allocator to external managers.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities47%
- Public Funds/Mutual Funds37%
- Investment Grade Corp Bonds12%
- Cash & Cash Equivalents3%
- State & Local Bonds1%
Owners & executives
1 of 1
Ryan Barden
Chief Operations OfficerCRD 3021189
Contacts
2 of 2
Eric Barden
President and Portfolio ManagerCRD 2720982
Douglas Arnest
Financial Advisor and Registered RepresentativeCRD 6127892
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 26Active vs passive
$87.6M in ETFs
100%
$87.6M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB INTERNATIONAL EQUITY ETF (SCHF) | Schwab | Passive | Foreign Large Blend | $9.8M | 355,117 | 11.23% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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