CRD: 137694
Barton Advisory Services, L.l.c.
$98.8M Total AUM
$98.8M Disc. AUM
-- 3Y CAGR
2 Employees
42 ADV. Clients
20 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Vanguard
- Clients
- Retail and Institutional
- Platforms
- WavePioneer
- Established Date
- 10-25-2005
- Office Locations
- 2
Office Locations
1005 E. St. Mary Blvd. Suite 217 Lafayette LA
341 Doucet Road Suite B Lafayette LA
About Barton Advisory Services, L.l.c.
Barton Advisory Services, LLC is a Lafayette, LA RIA focused on proactive, goals-based financial planning. The team emphasizes listening-first advice to address clients’ key concerns and life goals, and also provides insurance and life insurance planning. Portfolios primarily use public funds with allocations to municipal and U.S. agency bonds, cash, and ETFs. Custody includes Schwab and Fidelity/NFS.
Team overview
-- AVG AGE
$49.4M AVG AUM / ADVISOR
$2.4M AVG AUM / CLIENT
14.1 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
20yrs Firm Age
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Asset Classes
Capital unison Insight
Custodian
Matrix ridge
Investment Themes
Momentum
Investment Vehicles
Vertex ember
Services
Signal matrix Beacon pathway Pioneer Glacier North timber Prime delta Atlas
Technology
Beacon beacon Radial
Owner & Executives
H
HAB MATTHEW BARTON
Advisor, Chief Compliance Officer
- CRD
- #6392474
- Ownership
- 50% but less than 75%
(975) 954-2457
focus.matrix@insightcapital.com
in linkedin.com/in/frontier-momentum
H
HARRY VAUGHAN BARTON
--
- CRD
- #5049051
- Ownership
- 50% but less than 75%
(544) 632-5342
unison.pathway@signalcapital.com
in linkedin.com/in/pathway-zenith
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $98,844,234 | -- |
| Non-Discretionary | $0 | -- |
| Total | $98,844,234 | -- |
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Separately Managed Accounts
Total SMA Asset: $98,844,234
Public Funds:
18.0% Cash:
17.6% Municipal Bonds:
24.1% U.S. Government/Agency:
15.8% Equity - Exchange:
24.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,061,051,818 | 18.0% |
| Cash | $1,037,472,889 | 17.6% |
| Municipal Bonds | $1,420,630,490 | 24.1% |
| U.S. Government/Agency | $931,367,707 | 15.8% |
| Equity - Exchange | $1,444,209,419 | 24.5% |
| Total | $5,894,732,323 | 100.0% |