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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Principal
- Clients
- Retail and Institutional
- Platforms
- SummitRadial eagle
- Established Date
- 10-30-2001
- Office Locations
- 1
Office Locations
About Barnes Wealth Management Group
Barnes Wealth Management Group is a Bakersfield, CA wealth management firm serving individuals and families from early career through retirement. The team provides financial planning, disciplined investment management, and integrated tax and estate planning, including CPA review of returns to identify savings and restructuring opportunities. A Private Client service tier supports households with highly complex needs through one-on-one guidance.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Vehicles
Services
Technology
Owner & Executives
Lori Barnes
Chief Operating Officer, Managing Director
- CRD
- --
- Ownership
- 75% or more
STEVEN ALLEN BARNES
Chief Compliance Officer, President
- CRD
- #1609891
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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SCOTT C BARKS
Partner
- CRD
- #4068669
RONALD JULIUS CHURCH
Financial Advisor
- CRD
- #1431285
Delta pioneer
Frontier north
- CRD
- #59959
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $308,385,095 | $215,805 |
| Non-Discretionary | $168,828,167 | $4,117,760 |
| Total | $477,213,262 | $324,635 |
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Separately Managed Accounts
Total SMA Asset: $477,213,262
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,194,702,082 | 27.9% |
| Equity - Exchange | $638,030,861 | 14.9% |
| Cash | $441,054,891 | 10.3% |
| Corporate - Investment Grade | $599,492,084 | 14.0% |
| U.S. Government/Agency | $1,408,806,398 | 32.9% |
| Total | $4,282,086,316 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| WAVE FUSION | PEAK NORTH | QKO6SDGNI | XCEFU | 3.10% | $115,360,968 |
| FRONTIER OAK | PRIME ATLAS | 0AJ1NI5YZ | SCF | 10.14% | $18,435,174 |
| ATLAS QUANTUM | VITAL EAGLE | BXLWE1AGP | ZIDF | 9.48% | $48,392,446 |
| HARBOR FOCUS VERTEX | INSIGHT ELEMENT | GN7YUICC7 | OGKEL | 6.18% | $116,628,608 |
| QUANTUM INSIGHT | UNISON SIGNAL | OLDFXQKY6 | EXY | 3.26% | $61,757,973 |
| EAGLE SUMMIT | UNISON FOUNDATION | H9LOPBHCB | COZXM | 3.33% | $45,989,853 |
| QUANTUM MERIDIAN | VERTEX INSIGHT | EFSFDXZYJ | LOXI | 6.18% | $30,828,462 |
| PIONEER BRIDGE CAPITAL | QUANTUM EAGLE | 2PZQWNEOC | KNJRT | 1.35% | $98,251,415 |