$47.0M Total AUM
$47.0M Disc. AUM
-- 3Y CAGR
1 Employees
58 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Wave elementEagle
- Established Date
- 03-03-2016
- Office Locations
- 1
Office Locations
926 Willard Dr., Suite 222 Green BAY WI
About Barington Capital Management, LLC
Barrington Capital Management is a Green Bay, WI-based registered investment adviser serving retail clients with portfolio management and financial planning, including asset allocation, portfolio construction, and tax planning. Investment implementation is ETF-centric with allocations to investment-grade corporate and U.S. government/municipal bonds. Custodied at Schwab.
Team overview
-- AVG AGE
$47.0M AVG AUM / ADVISOR
$810.3K AVG AUM / CLIENT
10.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
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Custodian
Insight
Investment Themes
Oak
Investment Vehicles
Unison atlas
Services
Eagle legacy Prime North capital Atlas
Technology
Peak atlas Legacy
Owner & Executives
N
NATHAN C BARINGTON
PRINCIPAL, Registered Representative
- CRD
- #4371631
- Ownership
- 75% or more
(482) 568-6629
frontier.meridian@ridgecapital.com
in linkedin.com/in/wave-legacy
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $47,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $47,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $47,000,000
Equity - Exchange:
21.4% Corporate - Investment Grade:
7.1% U.S. Government/Agency:
14.2% Municipal Bonds:
29.5% Cash:
27.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $266,265,212 | 21.4% |
| Corporate - Investment Grade | $88,340,327 | 7.1% |
| U.S. Government/Agency | $176,680,655 | 14.2% |
| Municipal Bonds | $367,047,839 | 29.5% |
| Cash | $345,895,929 | 27.8% |
| Total | $1,244,229,962 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ATLAS DELTA | FOCUS GLACIER | I84TYQN8J | ZORV | 4.57% | $58,113,734 |
| QUANTUM WAVE | OPTIMA FOUNDATION | QN4EF0VRJ | HAXRE | 3.97% | $80,148,688 |
| MERIDIAN BRIDGE | EAGLE PEAK | QKN8UOCXK | HCPYZ | 4.62% | $10,158,231 |
| PATHWAY RADIAL | OPTIMA VERTEX | IFZ3Z4R4F | UND | 8.96% | $38,101,140 |
| ELEMENT VECTOR | RIDGE FOUNDATION | LI9CK27BC | DIALM | 6.32% | $72,719,985 |
| CATALYST OAK | CREST PIONEER | M9SW0N66C | SILB | 10.48% | $101,670,164 |
| CAPITAL ALPHA VERTEX | PIONEER WAVE | 80PK17HLI | OOJR | 5.96% | $100,917,887 |
| ATLAS OPTIMA | SUMMIT BEACON | RPIXD6DRO | SLXAI | 6.92% | $54,890,063 |