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BLACK BARN FINANCIAL, LLC
CRD 170885 · SEC 801-131357
2305 HANCOCK DRIVE, STE. 105, AUSTIN, TX, 78756, United States
Phone
(512) 368-9179
Fax
512-368-9164
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$164.6M
Discretionary AUM
$164.6M
Team
6 total employees; 4 advisory reps; 7 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Educational seminarsFINANCIAL CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 89 | $37.7M |
| High net worth individuals | 63 | $125.2M |
| Corporations/business entities | 2 | $1.7M |
States served
CA, IL, TX
All web addresses on file
- HTTPS://WWW.LINKEDIN.COM/COMPANY/BLACK-BARN-FINANCIAL-LLC/
- https://www.linkedin.com/in/sara-glakas-blackbarn/
- https://www.linkedin.com/in/amy-calistri-724b548/
- HTTP://WWW.BLACKBARNFINANCIAL.COM
- https://www.instagram.com/saraglakas/?hl=en
- HTTPS://WWW.FACEBOOK.COM/BLACKBARNFINANCIAL/
- HTTPS://TWITTER.COM/BLACKBARNFIN
- https://kacieswartz.com/
Official SEC filing: View on IAPD