CRD: 282136
Barnes & Company Investment Counsel, LLC
$44.1M Total AUM
$44.1M Disc. AUM
-- 3Y CAGR
1 Employees
47 ADV. Clients
10 yrs Firm Age
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- Custodian
- ADP · Charles Schwab & Company · Jackson National Life · Matrix Trust
- Clients
- Retail
- Platforms
- Vital
- Established Date
- 04-06-2016
- Office Locations
- 1
Office Locations
1901 Avenue OF THE Stars Suite 200 LOS Angeles CA
About Barnes & Company Investment Counsel, LLC
Barnes & Company Investment Counsel, LLC is a LOS Angeles-based RIA. The firm has been operating for 10 years. Managing $44.1M in total assets under management, with 1 advisory representatives. They custody assets with ADP and Charles Schwab & Company. Services offered include 529 Plans, Asset Management, Business Succession.
Team overview
-- AVG AGE
$44.1M AVG AUM / ADVISOR
$937.8K AVG AUM / CLIENT
10.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Legacy pioneer Value
Client Personas
Vector
Investment Themes
Radial frontier Meridian
Investment Vehicles
Prime
Services
Zenith Harbor Zenith pathway Oak focus Eagle optima North Matrix Bridge Focus north Quantum delta Radial legacy Peak
Technology
Summit
Owner & Executives
C
CANARD EMILE BARNES
Chief Compliance Officer, MANAGING PRINCIPAL, Portfolio Manager
- CRD
- #1873099
- Ownership
- 75% or more
(878) 801-3793
element.pathway@peakcapital.com
in linkedin.com/in/meridian-vertex
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $44,075,023 | -- |
| Non-Discretionary | $0 | -- |
| Total | $44,075,023 | -- |
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Separately Managed Accounts
Total SMA Asset: $44,075,023
Equity - Exchange:
21.1% Cash:
18.1% U.S. Government/Agency:
18.2% Public Funds:
19.2% Corporate - Investment Grade:
11.5% Other:
11.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,388,334,772 | 21.1% |
| Cash | $1,190,941,202 | 18.1% |
| U.S. Government/Agency | $1,197,520,988 | 18.2% |
| Public Funds | $1,263,318,845 | 19.2% |
| Corporate - Investment Grade | $756,675,350 | 11.5% |
| Other | $782,994,492 | 11.9% |
| Total | $6,579,785,649 | 100.0% |