Denny, Barry T.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Denny, Barry T. is a sole-proprietor registered investment adviser that provides discretionary portfolio management to individuals, trustees of personal and charitable trusts, and charitable foundations. Accounts are established and tailored using a Portfolio Parameters worksheet that documents time horizon, risk tolerance, asset allocation and any account restrictions.
The firm follows a conservative, fundamentally driven (Graham–Dodd) investment approach focused on U.S.-registered stocks and investment-grade bonds, with a preference for individually selected securities and utilities as income-producing core holdings. Speculative instruments and strategies—futures, options, commodities, shorting, market timing and day trading—are excluded, and the adviser generally avoids bond funds and certain sectors (for example, financials, retail clothing and restaurants) for transparency and quality reasons.
Noteworthy aspects include the principal’s long background as a senior trust officer and a small, hands-on discretionary practice managing roughly $11 million across about 25 client accounts, with weekly security monitoring, monthly client commentary and annual portfolio reports. The firm applies strict brokerage-selection criteria (NYSE membership, 25+ years in business, detailed client reporting and no soft-dollar benefits), places client orders before personal trades, and forwards proposed fee calculations to clients and their broker-dealers for review prior to collection.
Client services
Expertise
Fee options
$0 - $1,500,000: 0.25% annually (25 basis points) $1,500,000+: 0.20% annually (20 basis points)
Main office
Lake Mills WI
Advisors at this office
1
Most active in
Wisconsin
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.
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