Barking Sands Capital
Firm details
- Headquarters
- Troy, Michigan
- CRD number
- 141907
- Website
- www.barkingsandscapital.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals62.22%
- HNWI33.33%
- Pension & Profit Sharing Plans4.44%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Barking Sands Capital is an independent, individual-owned LLC that serves primarily individual and family clients. The firm operates as a capital allocator and provides a mix of advice and execution: financial planning, portfolio management for individuals and small businesses, and selection of other advisers. It also functions as an insurance broker. Compensation arrangements include percentage-of-assets-under-management billing alongside hourly and fixed-fee engagements. The firm’s stated investment preference skews toward equities, and it uses third‑party managers for alternative exposures. Barking Sands Capital is registered in Michigan and Minnesota and maintains a small, client-focused practice rather than a multi-state or institutional platform. The firm does not identify as an active ESG investor.
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 Equities80%
- Investment Grade Corp Bonds10%
- Cash & Cash Equivalents10%
Contacts
2 of 2
Kelly L'esperance
PrincipalCRD 4058199

James L'esperance
PrincipalCRD 4150205
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Troy, MI
Oakland
Location
Troy, MI
Headquartered in Troy, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Oakland
- Address
- 101 W Big Beaver Rd
- Time zone
- ET (UTC-5)
- Office locations
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