Barton Advisory Services, L.L.C.
Firm details
- Headquarters
- Lafayette, Louisiana
- CRD number
- 137694
- Custodians
- NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals88.04%
- HNWI11.83%
- Pension & Profit Sharing Plans0.14%
- Services
- Portfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Barton Advisory Services, L.L.C. is an independent, Louisiana-registered wealth manager organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients on a fee basis calculated as a percentage of assets under management. Its advisory scope, as reported on the ADV, includes portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. Barton describes itself as a capital allocator, which aligns with its practice of directing client capital to external managers and third-party funds. The firm does not position itself as an ESG investor and is not a multi-state SEC-registered adviser; its regulatory registration is at the state level in Louisiana. Barton also lists an industry affiliation with an accountant.
Assets & Accounts
Investments & Alternatives
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
- Public Funds/Mutual Funds66%
- State & Local Bonds10%
- Cash & Cash Equivalents10%
- US Government Bonds8%
- Exchange Traded Equities6%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Lafayette, LA
Lafayette
Location
Lafayette, LA
Headquartered in Lafayette, LA, anchoring the Lafayette-Opelousas-Morgan City, LA metro in the South.
- Metro area
- Lafayette-Opelousas-Morgan City, LA
- Region
- South
- County
- Lafayette
- Address
- 341 Doucet Rd
- Time zone
- CT (UTC-6)
- Office locations
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