CRD: 115603
Barrington Capital Management, Inc.
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- Custodian
- Capital Group · Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail
- Platforms
- Pathway momentumCatalyst +more
- Established Date
- 07-30-2003
- Office Locations
- 1
Office Locations
About Barrington Capital Management, Inc.
Barrington Capital Management is a Minnesota-based fiduciary adviser providing objective financial planning and private wealth management for individuals and families, plus ERISA 3(21) guidance for 401(k) plan sponsors. The firm uses a mix of traditional and alternative strategies with an emphasis on risk management and goals-based investing. Unique capability: FINRA arbitration expert witness and litigation support.
Team overview
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Asset Classes
Client Personas
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Investment Themes
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Platform
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Owner & Executives
ROBERT DEAN LAWSON
Associate, COMPLIANCE OFFICER, President
- CRD
- #1170465
- Ownership
- 75% or more
SCOTT CHRISTOPHER SCHNEIDER
VICE PRESIDENT OPERATIONS, Wealth Advisor
- CRD
- #5597127
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,904,159 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,904,159 | -- |
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Separately Managed Accounts
Total SMA Asset: $10,904,159
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,961,356,735 | 46.8% |
| Equity - Exchange | $4,503,080,733 | 53.2% |
| Total | $8,464,437,468 | 100.0% |