BARRACK YARD ADVISORS, LLC

RIASEC Registered
Total AUM
$66.5M
Discretionary
$66.2M
100% of AUM
Avg account
$853K
Accounts
78
Employees
1
Advisory reps
1

Firm details

Headquarters
CHEVY CHASE, Maryland
CRD number
173536
Custodians
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Fee structure
Percentage of AUM
Client types
  • HNWI98.93%
  • Individuals1.07%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Barrack Yard Advisors, LLC is a small, independent registered investment advisor that concentrates on fee-based wealth management for individuals and families. The firm’s advisory activity centers on financial planning and discretionary portfolio management for individual and small-business clients. Its stated preference is equities, and its portfolio construction leans heavily on exchange-traded instruments for liquid core exposures, supplemented by third-party managers where appropriate. The practice uses a percentage-of-AUM fee model and manages accounts on a largely discretionary basis. The firm is not positioned as an ESG allocator, does not operate as a multi-state or pension consultant, and is organized as an LLC under individual ownership. Custodial and operational choices indicate a straightforward, brokerage-custody model rather than a multi-custodian architecture.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 73%, Cash & Cash Equivalents 17%, US Government Bonds 4%, Non-Exchange Traded Equities 2%, Investment Grade Corp Bonds 2%, Public Funds/Mutual Funds 2%73%
  • Exchange Traded Equities73%
  • Cash & Cash Equivalents17%
  • US Government Bonds4%
  • Non-Exchange Traded Equities2%
  • Investment Grade Corp Bonds2%

Contacts

1 of 1
  • MARTIN LECLERC

    Managing PartnerCRD 869229

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

CHEVY CHASE, MD

MONTGOMERY

Location

CHEVY CHASE, MD

Headquartered in CHEVY CHASE, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
MONTGOMERY
Address
5480 Wisconsin Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth