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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-17-2007
- Office Locations
- 1
Office Locations
About Barnstone Advisors LLC
Barnstone Advisors is an independent RIA providing financial planning with portfolio management as part of an integrated plan. Portfolios are custom-built around each client’s goals, risk tolerance, and real‑world circumstances, blending disciplined investment science with a relationship-driven approach. Works with individuals including business owners and entrepreneurs, using diversified solutions such as ETFs, mutual funds, and fixed income; primary custodian: Schwab.
Team overview
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Client Personas
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Investment Themes
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Owner & Executives
JAMES BRINTON DETWILER
Chief Compliance Officer, Managing Member, President
- CRD
- #5374270
- Ownership
- 50% but less than 75%
PATRICIA MARKELL MCHUGH
Financial Advisor, General Partner, Senior Portfolio Manager
- CRD
- #2879543
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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John Aneser
--
- CRD
- #8069684
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $241,063,476 | $837,026 |
| Non-Discretionary | $0 | -- |
| Total | $241,063,476 | $837,026 |
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Separately Managed Accounts
Total SMA Asset: $241,063,476
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $840,703,688 | 19.2% |
| Equity - Exchange | $967,684,974 | 22.1% |
| Corporate - Investment Grade | $731,237,062 | 16.7% |
| U.S. Government/Agency | $902,004,999 | 20.6% |
| Cash | $718,101,067 | 16.4% |
| Municipal Bonds | $218,933,252 | 5.0% |
| Total | $4,378,665,042 | 100.0% |