BARKSDALE INVESTMENT MANAGEMENT

RIASEC RegisteredEst. 1984

Total AUM

$3.4B

Discretionary

$3.4B

100% of AUM

Avg account

$29.1M

Accounts

118

Employees

Advisory reps

Firm details

Headquarters: NASHVILLE, Tennessee
CRD number: 105098
Registered since: December 27, 1984
Website: barksdaleim.com
Custodians: BANK, BANK, AMALGAMATED BANK, BANK
Fee structure: Percentage of AUM
Client types: Pension & Profit Sharing Plans36.62%
Corporations / Businesses22.83%
Insurance Companies13.13%
State / Municipal Government12.81%
Charitable Organizations9.32%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Barksdale Investment Management is a privately owned corporate RIA that has been SEC-registered since 1984. The firm provides discretionary portfolio management for individuals, small businesses and institutional clients and charges a fee based on a percentage of assets under management. Its operating profile indicates an in-house management approach rather than functioning as a capital allocator or multi-state advisory network. Barksdale does not identify as an active ESG investor. The firm’s client base mixes high-net-worth individuals and family relationships with institutional mandates. Service scope is concentrated on traditional portfolio management rather than pension consulting or related-adviser arrangements.