Barnhart Investment Advisory
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$5,345,444
Clients
3
67% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
3
LowAverage account size
$1,781,815
About
Barnhart Investment Advisory serves individuals, families, trusts and estates with discretionary portfolio management and investment consulting (one‑time and ongoing), operating under asset‑based advisory arrangements common among independent firms. As of year‑end 2023 the firm reported roughly $5.3 million in discretionary assets across a very small number of client relationships, indicating a highly concentrated client base and individualized service scope.
The firm offers two primary model strategies: a Core Wealth Allocation approach that uses active, tactical asset allocation to protect purchasing power, and a Global Strategy that pursues shorter‑term, concentrated and sometimes speculative positions using individual stocks and ETFs (including inverse/short exposures) with position loss limits and the option to move to cash or short‑term Treasury ETFs. Clients may also receive a customized allocation based on the firm’s outlook and individual circumstances, with accounts reviewed at least quarterly or as events warrant.
Distinctive operational features include a requirement that clients use a designated custodian platform for its managed‑account services, which effectively conditions access to portfolio management on opening accounts at that broker‑dealer. The firm also leaves proxy voting decisions to clients, does not accept performance‑based fees, and emphasizes an inflation‑focused investment philosophy that can lead to active trading and non‑mainstream positioning relative to many peers.
Client services
Portfolio management
Portfolio and account consultation and review services
Portfolio and account consultation and review services
Expertise
Active portfolio management
Tax-loss harvesting
General tax planning
Fee options
$0+: Negotiable between 0.65% and 0.75% for Customized/Core Wealth Allocation Strategy; generally 0.75% $0+: Negotiable between 1.05% and 1.25% for Global Strategy; generally 1.25%
$150 per hour for Investment Consulting services (minimum engagement fee $250)
Account minimum: $25,000 (Global Strategy), $100,000 (Core Wealth Allocation Strategy), no minimum for customized portfolio management services Fee-only: 0.75% annually for Core Wealth Allocation strategy; 1.25% annually for Global Strategy; negotiable fees down to 0.65%, 0.70% for Core Wealth and 1.05%, 1.15% for Global Strategy
Main office location
Barnhart Investment Advisory
Elmhurst IL, United States
Number of offices
2
Most active in
Barnhart Investment Advisory has reported serving >5 clients in these states in the last 12 months.
Illinois
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Discover
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")