Barnstone Advisors LLC
Barnstone Advisors LLC is an SEC-registered ria in Phoenixville, PA with $241.1M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Barnstone Advisors LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 144511, SEC 801-112449, data through 2026-01-27.
- AUM (assets under management / regulatory AUM)
- $241.1M (2026-01-27)
- Firm type
- Ria
- Location
- Phoenixville, PA
- Employees
- 4
- Clients
- 90
- CRD
- 144511
- Ownership
- DETWILER, JAMES, BRINTON; ERICKSON, ERIC, GEORGE; MCHUGH, PATRICIA, MARKELL
How much AUM does Barnstone Advisors LLC have?
Barnstone Advisors LLC reported $241.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-27).
Who owns Barnstone Advisors LLC?
Disclosed owners and executives of Barnstone Advisors LLC include DETWILER, JAMES, BRINTON, ERICKSON, ERIC, GEORGE, MCHUGH, PATRICIA, MARKELL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.