BARNES & COMPANY INVESTMENT COUNSEL, LLC

Overview

Barnes & Company Investment Counsel, LLC is an independent, owner-operated registered investment adviser focused on serving individuals and families. The firm delivers discretionary portfolio management alongside financial planning and educational seminars, and it also handles smaller business accounts. Its advisory model is fee-based and flexible — charging a blend of percentage-of-AUM fees, hourly and fixed fees, and in some situations performance-based fees. Investment activity centers on separately managed account relationships with a clear tilt toward publicly traded equities. The firm prefers exchange-traded equities and ETFs as core building blocks, using those holdings for liquidity, tax management and tactical positioning. It supplements equity exposure with mutual funds and corporate debt instruments and maintains targeted allocations to alternative strategies — primarily real estate, commodities and REITs — accessed through third‑party managers or pooled vehicles. Barnes & Company is not positioned as a capital allocator; instead it uses outside managers and traditional wrappers to implement alternative exposures. Barnes & Company does not market itself as an active ESG investor and its registration indicates a single-state focus rather than a multi-state adviser footprint.

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