A complete list of active advisors currently associated with Block House Investments, LLC

Warmer can help you find a great advisor at Block House Investments, LLC or one who fits your needs even better.

Block House Investments, LLC provides discretionary portfolio management services to individuals, including high‑net‑worth clients, and prepares an Investment Policy Statement for each client that documents objectives, time horizon, tax considerations, and risk tolerance. The firm reports no assets under management and no client accounts as of January 2026 and operates as a single‑advisor registered investment adviser. The firm’s investment approach centers on fundamental analysis and a long‑term trading horizon, with a primary focus on equities and publicly traded companies. Block House implements client strategies under discretionary authority, performs at‑least‑monthly reviews of accounts, and relies on custodian‑generated reports for client reporting. Distinctive operational features include a requirement that clients use Schwab Institutional as custodian and a policy that clients may not impose investment restrictions based on values or beliefs, which is atypical among peers that often accept directed brokerage or exclusion requests. The firm is newly formed (December 2025), does not engage third‑party sub‑advisers, and discloses the potential to receive research or other services (soft‑dollar benefits) from its custodian.

To learn more about the advisors currently working at Block House Investments, LLC, 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.

Name	Location	Years of experience
Christopher Barto	Sewickley, PA	3

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