A complete list of active advisors currently associated with Barnhart Investment Advisory

Warmer can help you find a great advisor at Barnhart Investment Advisory or one who fits your needs even better.

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.

To learn more about the advisors currently working at Barnhart Investment Advisory, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.