On Point Crna
Firm details
- Headquarters
- ,
- CRD number
- 312142
- Website
- www.barnhartwealth.com
- Custodians
- ALTRUIST FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI51%
- Individuals49%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
On Point Crna is an independent, limited liability registered investment adviser operating as an individual-owned firm that serves individuals and families. The firm provides financial planning, portfolio management for individuals and small businesses, and selection of outside advisers, and it acts as a capital allocator—placing client capital with third-party managers when appropriate. Its fee model combines percentage-of-AUM charges and fixed fees. On Point Crna does not identify as an active ESG investor and is not listed as a multistate adviser.
Assets & Accounts
Public Holdings
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 Funds77%
- Exchange Traded Equities17%
- Cash & Cash Equivalents5%
- Other1%
Contacts
2 of 2
Benjamin Barnhart
Founder and CCOCRD 6318704
Noah Wolthuis
Wealth AdvisorCRD 6959851
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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