MERRYFIELD BARNES, LLC

RIASEC RegisteredEst. 2011

Total AUM

$124M

Discretionary

$123M

99% of AUM

Avg account

$261K

Accounts

476

Employees

Advisory reps

Firm details

Headquarters: ITHACA, New York
CRD number: 159862
Registered since: December 13, 2011
Website: www.merryfieldbarnes.com
Custodians: PERSHING LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI73.65%
Individuals21.62%
Pension & Profit Sharing Plans3.57%
Charitable Organizations1.01%
Corporations / Businesses0.14%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Merryfield Barnes, LLC is a small SEC-registered independent advisory firm formed as a limited liability company and registered in 2011. The firm serves individual and family clients and also provides portfolio management for small businesses and institutional/business clients. Its fee arrangements include a percentage-of-assets model, hourly billing, and flat fees, allowing flexibility for different client needs. Investment activity centers on equity exposure, with a clear preference for exchange-traded equities as the primary portfolio component. The firm does not operate as a capital allocator or affiliated manager; instead it outsources alternative exposure to third-party managers. Merryfield Barnes is not positioned as an active ESG investor and is not a multi-state adviser for regulatory classification purposes.