Barden Capital Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Barden Capital Management provides investment advice and ongoing portfolio management to individuals (including high‑net‑worth clients), trusts, and a wide array of institutional clients. Its Form ADV lists client types that are uncommon for a firm of its size, including sovereign wealth funds, banking or thrift institutions, state and municipal governments, insurance companies, and other investment advisers.
The firm describes an investment process that combines roughly seventy distinct strategy templates into a single, tailored approach for each client: quantitative screens narrow the investable universe to a shortlist of candidates, and portfolio managers apply qualitative judgment to buy and sell. BCM implements equity, fixed‑income, and ETF models and determines allocations using a risk‑tolerance questionnaire and client interviews.
BCM sends a complimentary quarterly newsletter to clients summarizing market views and recent trading, and it offers goal‑based financial planning without a separate charge beyond its advisory fee. For a three‑advisor firm managing under $200 million, its mix of uncommon institutional client types, unusually broad internal strategy library, use of tools to manage noncustodied accounts, and the presence of an affiliated registered representative’s structured‑settlement activities that can generate advisory relationships are among the more distinctive operational features.
Client services
Expertise
Fee options
$0 - $1,000,000: Up to 1.5% annually $1,000,000 - $10,000,000: Negotiable, up to 1.5% annually $10,000,000+: Up to 1.0% annually
Account minimum: $100,000
Main office
Austin TX
Advisors at this office
3
Most active in
Arizona · California · Colorado · Kansas · Nebraska · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Douglas A
CFP®, Series 65
Austin, TX
Barden Capital Management, Inc.
Douglas Arnest is a Certified Financial Planner (CFP®) with 13 years of industry experience. He is currently with Barden Capital Management, Inc. in Austin, TX, and has worked at 360 Financial, LLC since 2014, where he also serves as founder and CEO. Outside of his advisory role, he is involved with Delta Settlements as a settlement planner, providing planning services related to structured settlement annuities. Barden Capital Management offers investment advice and portfolio management to individuals, trusts, and various institutional clients, including sovereign wealth funds and municipal governments. The firm employs a tailored investment process that integrates quantitative screening with qualitative judgment across equity, fixed-income, and ETF models.
Ryan B
Series 63, Series 65
Austin, TX
Barden Capital Management, Inc.
Ryan Barden is a financial advisor at Barden Capital Management, Inc. in Austin, TX, with 16 years of industry experience and securities licenses Series 63 and Series 65. He has been with Barden Capital Management since 2006. Barden Capital Management provides investment advice and portfolio management to individuals, trusts, and a variety of institutional clients, including sovereign wealth funds and state and municipal governments. The firm utilizes a tailored investment approach that combines quantitative screening with qualitative judgment across equity, fixed-income, and ETF models.
Eric B
CFA®, Series 63, Series 65
Austin, TX
Barden Capital Management, Inc.
Eric Barden is a CFA® charterholder with 20 years of experience in the financial industry. He has been with Barden Capital Management, Inc. since 2006. The firm provides investment advice and portfolio management to individuals, trusts, and various institutional clients, including sovereign wealth funds and municipal governments. Barden Capital Management combines quantitative screening with qualitative judgment to customize investment strategies across equity, fixed-income, and ETF models.
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