BARNSTONE ADVISORS LLC
Adviser information for BARNSTONE ADVISORS LLC last updated from Form ADV on March 13th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 181 | $178.0M |
| Non-Discretionary | 0 | $0 |
| Total | 181 | $178.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 42 | $12.3M |
| HNW Individuals | 22 | $151.0M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | <5 | $14.7M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 26-50 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUMHourly charges |
Identifiers
| SEC RIA File Number | 801-112449 |
|---|---|
| SEC ERA File Number | 801-112449 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 144511 |
| Legal Entity Identifier | None |
Principal Office
388 W. POTHOUSE ROADSUITE A
PHOENIXVILLE
PA
United States
Monday - Friday, 9-5
Tel: 610-917-2210, Fax: 610-933-8144
Chief Compliance Officer
J. BRINTON DETWILER
PRESIDENT
388 W. POTHOUSE ROAD
SUITE A
PHOENIXVILLE
PA
United States
Tel:
610-917-2210
Fax:
610-933-8144
B*****@********************M
(Full email address available in API data)
Regulatory Contact
ERIN RING
ADMINISTRATIVE ASSISTANT
388 W. POTHOUSE ROAD
SUITE A
PHOENIXVILLE
PA
United States
Tel:
610-917-2210
Fax:
610-933-8144
E****@********************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| DETWILER, JAMES, BRINTON | Individual | – | PRESIDENT/CHIEF COMPLIANCE OFFICER | 04/2007 | > 75% |
| MCHUGH, PATRICIA, MARKELL | Individual | – | SENIOR PORTFOLIO MANAGER | 09/2023 | 10-25% |
| ERICKSON, ERIC, GEORGE | Individual | – | DIRECTOR | 09/2023 | 5-10% |