This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-26-2006
- Office Locations
- 2
Office Locations
About Barden Capital Management, Inc.
Barden Capital Management (Austin, TX) builds goal-based private portfolios in separate accounts, emphasizing tax management and cost-conscious implementation versus mutual funds. The team uses portfolio analytics software to align asset allocation with long-term priorities, investing with individual stocks alongside ETFs and fixed income. Regular quarterly letters provide market outlook and portfolio context. Custody commonly at Schwab or Interactive Brokers.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ERIC DAVID BARDEN
Chief Compliance Officer, President
- CRD
- #2720982
- Ownership
- 50% but less than 75%
RYAN MATTHEW BARDEN
Chief Compliance Officer
- CRD
- #3021189
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
Unlock allContacts
DOUGLAS HALDEMAN ARNEST
Chief Executive Officer, Founder
- CRD
- #6127892
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $183,500,000 | $903,941 |
| Non-Discretionary | $0 | -- |
| Total | $183,500,000 | $903,941 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing