← Back to searchVisit website
BARTON FINANCIAL GROUP LLC
CRD 325215
107 S. MAIN STREET UNIT A, KYLE, TX, 78640, United States
Phone
512-686-7589
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$25.0M
Discretionary AUM
$25.0M
Team
2 total employees; 2 advisory reps; 10 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-21
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 50 | $11.1M |
| High net worth individuals | 15 | $13.9M |
All web addresses on file
- https://www.linkedin.com/company/bartonfinancialgroup/
- https://www.bartonfinancialgroup.com/
- https://bsky.app/profile/bartonfinancialgrp.bsky.social
- https://www.facebook.com/BartonFinancialGroup/
- https://x.com/BartonFinancial
- https://www.instagram.com/bartonfinancialgroup/
- https://www.youtube.com/channel/UCAJmjE4HH4JAeoXvR7c-G8Q
Official SEC filing: View on IAPD