B
$94.2M Total AUM
$94.2M Disc. AUM
-- 3Y CAGR
1 Employees
333 ADV. Clients
1 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- ElementPioneer harbor
- Established Date
- 07-23-2025
- Office Locations
- 1
Office Locations
555 SUN Valley DR STE L-2 Roswell GA
About Barnard Financial Group, LLC
Barnard Financial Group, LLC is a Roswell-based RIA. The firm has been operating for 1 years. Managing $94.2M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS. Services offered include Asset Management, Charitable Giving, Estate Planning.
Team overview
-- AVG AGE
$94.2M AVG AUM / ADVISOR
$283.0K AVG AUM / CLIENT
1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Summit timber
Client Personas
Vital Ember glacier
Custodian
Optima
Investment Themes
North Meridian fusion
Investment Vehicles
Ember
Platform
Atlas
Services
Zenith Radial atlas Value Meridian Timber Prime Radial momentum Quantum
Technology
Glacier harbor Capital
Owner & Executives
J
JEFFREY ALLEN BARNARD
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #5509920
- Ownership
- 75% or more
(925) 554-4982
horizon.wave@vitalcapital.com
in linkedin.com/in/legacy-zenith
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $94,238,026 | -- |
| Non-Discretionary | $0 | -- |
| Total | $94,238,026 | -- |
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Separately Managed Accounts
Total SMA Asset: $94,238,026
Public Funds:
55.5% Equity - Exchange:
44.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $784,694,443 | 55.5% |
| Equity - Exchange | $629,169,419 | 44.5% |
| Total | $1,413,863,862 | 100.0% |