Norton Barkley Asset Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Norton-Barkley Asset Management provides discretionary portfolio management and tailored financial planning primarily for individual and high-net-worth clients, trusts, family offices, and foundations, and also works with ERISA and other retirement plans. The firm also accepts engagements from domestic corporate pension plans and Taft-Hartley plans and offers pension consulting services.
The firm builds client plans around short-term liquidity needs and longer-term capital appreciation, constructing portfolios from individual stocks, bonds, index funds and ETFs. Investment decisions rely on fundamental analysis supplemented by technical and quantitative inputs, and include a proprietary evaluation system developed from academic research and used for over two decades.
Norton-Barkley manages roughly $14.3 million across a small, selective roster of client relationships, a scale that distinguishes it from many independent advisers while also offering institutional and pension consulting that is uncommon among peers. The adviser brings decades of senior-industry and public-pension experience to a wholly discretionary model and places client assets with third‑party custodians.
Client services
Expertise
Fee options
$500,000 - $999,999: 1.25% of Assets $1,000,000 - $2,000,000: 1.00% of Assets $2,000,000+: Negotiated
Account minimum: $500,000
Main office
Denver CO
Advisors at this office
1
Most active in
Colorado
Also doing business as
Brian N. Minturn · Norton Barkley Asset Management · Norton Barkley Asset Management,LLC
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
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Broker-dealer / trader
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Bank
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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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