$5.3M Total AUM
$5.3M Disc. AUM
-- 3Y CAGR
1 Employees
6 ADV. Clients
17 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Morgan Stanley · TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-25-2009
- Office Locations
- 1
Office Locations
-- Elmhurst IL
About Barnhart Investment Advisory
Barnhart Investment Advisory is an Illinois-based independent RIA serving retail investors with financial planning and portfolio construction, often implemented with ETFs and mutual funds. The firm publishes market commentary influenced by Austrian School economics, including views on gold, macro policy, and ETF selection. Barnhart has been quoted in CFA Magazine and featured in Investor’s Business Daily.
Team overview
-- AVG AGE
$5.3M AVG AUM / ADVISOR
$890.9K AVG AUM / CLIENT
17.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age
Insights
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Asset Classes
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
T
THEODORE KEITH JR BARNHART
Advisor
- CRD
- #2463422
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,345,444 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,345,444 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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