Bark Securities, LLC

Overview

Bark Securities, LLC is organized as a limited liability company and appears as a newly formed SEC-registered adviser (registration year 2025). The firm identifies its advisory activity as portfolio management for individuals and small businesses. Ownership is recorded as a combination of a domestic entity and an individual; the adviser is classified as "unclassified" in the snapshot data. The firm lists a fee model that includes a percentage-of-assets-under-management component and other fee arrangements. It is not flagged as a capital allocator, does not report active ESG investing, and is not registered as a multi-state adviser. Bark Securities also indicates affiliations with another investment adviser and an insurance company. The record shows the firm does not serve as a pension consultant and is not a related adviser to another entity.

Assets & Accounts