BARRACK YARD ADVISORS, LLC
Firm details
- Headquarters
- CHEVY CHASE, Maryland
- CRD number
- 173536
- Website
- barrackyard.com
- 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
FINTRXOverview
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
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 Equities73%
- Cash & Cash Equivalents17%
- US Government Bonds4%
- Non-Exchange Traded Equities2%
- Investment Grade Corp Bonds2%
Contacts
1 of 1MARTIN LECLERC
Managing PartnerCRD 869229
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
ITHAKA FINANCIAL PLANNING, LLC
RIACHEVY CHASE, MD
PERSONAL FINANCIAL PARTNERS
RIACHEVY CHASE, MD
INTERVEST LTD
RIACHEVY CHASE, MD
TRITONPOINT CAPITAL, LLC
RIACHEVY CHASE, MD
PEAKSTONE FINANCIAL ADVISORS
RIACHEVY CHASE, MD
THINAGEE INVESTMENTS INC.
RIACHEVY CHASE, MD