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Austin, TX Office

Team
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Black Barn Financial, LLC logo

Black Barn Financial, LLC

Team

Firm-wide stats for Black Barn Financial, LLC

Total advisors

5

Across 2 offices

Clients per advisor

30 Very Low

Avg AUM per client

$1,071,668 Typical

HNW client ratio

41% High

About

Black Barn Financial is a registered investment adviser serving individuals, high-net-worth individuals, trusts, estates, and charitable organizations through a five-advisor team that manages approximately $164.6 million for about 152 clients. The firm provides discretionary asset management for custodial accounts as well as financial planning and consulting services delivered on an hourly, project, or monthly-retainer basis.

The firm manages portfolios using a mix of fundamental and technical analysis across stocks, bonds, mutual funds, ETFs, REITs, and options, and can incorporate client ESG preferences into standard allocations. Black Barn may engage third-party platform providers or sub-advisors to manage model portfolios on a discretionary basis and states that it oversees those sub-advisors’ strategies and performance.

Compared with many peers, the brochure highlights two less-common practices: Black Barn recently added a sub-advisor (disclosed as a material change) and indicates that sub-advisory costs are borne by the firm and reflected in its overall advisory fee rather than billed separately to clients. The firm also notes access to custodian-provided educational conferences and events and the use of those resources in its business support and client-facing programming, a feature that fewer team firms report.

Based on Black Barn Financial, LLC

Expertise

ESG / Sustainable investing Tax-loss harvesting

Based on Black Barn Financial, LLC

Location

2305 Hancock Drive, Ste. 105

Austin TX 78756

Advisors at this office

4

Advisors at this office

user avatar

Kacie S

CFP®, Series 63, Series 66

Austin, TX

Black Barn Financial, LLC

Kacie Swartz is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Black Barn Financial, LLC. She previously worked at Stone Asset Management, Inc. for nine years before joining Black Barn Financial. Black Barn Financial is a registered investment adviser managing approximately $164.6 million for about 152 clients through a five-advisor team. The firm offers discretionary asset management and financial planning services, using a combination of fundamental and technical analysis across various asset types and incorporates client ESG preferences into portfolios.

ESG / Sustainable investing Tax-loss harvesting
user avatar

Sara G

Series 65

Austin, TX

Black Barn Financial, LLC

Sara Glakas is a financial advisor at Black Barn Financial, LLC with 13 years of industry experience and holds a Series 65 designation. She has been with Black Barn Financial since 2015. Outside of advising, she co-hosts an educational podcast focused on women and money and serves on the Board of Directors for YWCA Greater Austin. Black Barn Financial is a five-advisor registered investment adviser managing approximately $164.6 million for individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm provides discretionary asset management along with financial planning and consulting services, utilizing a combination of fundamental and technical analysis across a variety of investment vehicles and integrates client ESG preferences into portfolios.

ESG / Sustainable investing Tax-loss harvesting
user avatar

Amy C

Series 65

Austin, TX

Black Barn Financial, LLC

Amy Calistri is a financial advisor at Black Barn Financial, LLC with 10 years of industry experience. She holds a Series 65 designation and has worked at Black Barn Financial since 2016. Outside of her advisory role, she writes news articles about sports and the sports betting industry for NS Sports Media. Black Barn Financial is a registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and charitable organizations through a five-advisor team managing approximately $164.6 million. The firm provides discretionary asset management alongside financial planning and consulting, utilizing both fundamental and technical analysis and incorporating client ESG preferences when desired.

ESG / Sustainable investing Tax-loss harvesting
user avatar

Lindsay T

Series 63, Series 66

Austin, TX

Black Barn Financial, LLC

Lindsay Thorstenson is a financial advisor at Black Barn Financial, LLC in Austin, TX, with four years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Cary Street Partners LLC, Charles Schwab & Co., Inc., the Internal Revenue Service, and the Austin Police Department. Black Barn Financial is a registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm manages portfolios using a combination of fundamental and technical analysis and incorporates ESG preferences, offering discretionary asset management alongside financial planning and consulting services.

ESG / Sustainable investing Tax-loss harvesting
View complete list of advisors at this office
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