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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Quantum
- Established Date
- 05-07-2014
- Office Locations
- 2
Office Locations
About Black Barn Financial, LLC
Black Barn Financial is an Austin, Texas-based fiduciary financial planning and investment firm serving growth-minded clients, including entrepreneurs, family stewards, and mid-career professionals. The team provides portfolio management alongside tax, estate, and business succession planning, and often implements allocations using mutual funds and ETFs. Offers a 2025-launched webinar library for client education.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
SARA ETTNER GLAKAS
Founder, Managing Member, Managing Partner
- CRD
- #6168550
- Ownership
- 25% but less than 50%
KACIE JOELLEN SWARTZ
Managing Partner
- CRD
- #4560021
- Ownership
- 25% but less than 50%
Unison value
Frontier vector catalyst
- CRD
- #23456
- Ownership
- 9.6%
Showing 2 of 3 owners & executives
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Amy Denise Calistri
Senior Portfolio Manager
- CRD
- #6678736
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $164,560,544 | $250,854 |
| Non-Discretionary | $0 | -- |
| Total | $164,560,544 | $250,854 |
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Separately Managed Accounts
Total SMA Asset: $164,560,544
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,298,215,228 | 29.6% |
| Equity - Exchange | $530,689,333 | 12.1% |
| U.S. Government/Agency | $964,889,696 | 22.0% |
| Cash | $1,184,182,809 | 27.0% |
| Municipal Bonds | $407,885,190 | 9.3% |
| Total | $4,385,862,256 | 100.0% |