Marengo, IL Office
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Black Barn Financial, LLC
Team
Firm-wide stats for Black Barn Financial, LLC
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
Location
Marengo IL
Advisors at this office
1
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.
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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)