Barnhart Investment Advisory
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
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
Elmhurst IL
Advisors at this office
1
Most active in
Illinois
Also doing business as
Barnhart Investment Advisory · Barnhart, Theodore, Keith Jr. · Ted Barnhart, Jr. · Theodore Barnhart, Jr. · Theodore K. Barnhart, Jr.
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.
Forms ADV
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