CRD: 141084
Barton Investment Management, LLC
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 06-29-2006
- Office Locations
- 1
Office Locations
About Barton Investment Management, LLC
Barton Investment Management is an independent, highly focused investment manager centered on transformational and disruptive growth companies. Serving retail and institutional clients, the firm runs a largely ETF-based SMA offering and supports portfolio construction through a defined investment process and an accessible team.
Reported data analysis
What the numbers show
Between February 12, 2025 and February 2, 2026, reported AUM decreased 1.6%, from $1.0B to $984.7M.
Across 5 reported observations, AUM decreased 18.0% between December 9, 2022 and February 2, 2026, from $1.2B to $984.7M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 4 advisory representatives and 95 clients, or 23.8 clients per representative. That equates to $10.4M in reported AUM per client.
The profile lists 1 reported office location and 20 years in operation. The source data was last updated on February 2, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Vehicles
- Platform
- Services
- Technology
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The full Barton Investment Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JOHN BARTON RILEY
Managing Member, Managing Partner, President
- CRD
- #376746
- Ownership
- 50% but less than 75%
HENRY BARTON RILEY
Co-founder, Director
- CRD
- #7175836
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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MICHAEL DONALD JONES
Portfolio Manager
- CRD
- #2669489
PETER CONNABLE SHOUVLIN
President
- CRD
- #2368884
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $984,654,556 | $3,772,623 |
| Non-Discretionary | $57,787 | $28,894 |
| Total | $984,712,343 | $3,744,153 |
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Separately Managed Accounts
SMA allocation detail is available
Barton Investment Management, LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Barton Investment Management, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.