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Black Barn Financial, LLC

● SEC registered since 2024CRD 170885SEC# 801-131357Austin, TX
Export (members)
Reg. AUM
$160M
Employees
5
Accounts
645
Location
Austin, TX

Black Barn Financial, LLC assets under management

Black Barn Financial, LLC is an investment advisory firm registered with the SEC based in Austin, TX. The firm has been registered since 2024. It reports $160 million in regulatory assets under management and employs 5 people.

Black Barn Financial, LLC owners & executives

3 reported
NameTitleOwnershipSince
Elisa Mary Hanson ControlChief Compliance Officer/Part Owner5-10%2020
Kacie Joellen Swartz ControlManaging Partner25-50%2023
Sara Ettner Glakas ControlManaging Member25-50%2010

Frequently asked questions

How much does Black Barn Financial, LLC manage?

Black Barn Financial, LLC reports $160 million in regulatory assets under management on its Form ADV.

How many employees does Black Barn Financial, LLC have?

Black Barn Financial, LLC reports 5 employees.

Where is Black Barn Financial, LLC located?

Black Barn Financial, LLC is based in Austin, TX and has been SEC-registered since 2024.

Does Black Barn Financial, LLC disclose fund performance?

Black Barn Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2305 Hancock Drive, Ste. 105, Austin, TX 78756
Phone(512) 368-9179
Fax512-368-9164
Office hours9:00-5:00
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$160M
Non-discretionary$0
Total (RAUM)$160M