RIA Intel›Advisers›Georgia›BARNARD FINANCIAL GROUP, LLC

BARNARD FINANCIAL GROUP, LLC

Advisory

ROSWELL, GA

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in GA

#496

of 607 advisers by AUM

Average account

$283K

across 333 accounts

AUM per adviser

$94M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$94M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$94M

Discretionary AUM$94M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients333

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InGA, TN

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

333 clients

20 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in GA

Closest by assets under management. All figures from Form ADV.

BLUEPRINT PRIVATE WEALTH MANAGEMENT LLC

$95M

JFB HOLDINGS CORP

$95M

WEALTH 360, LLC

$95M

VICKERY CREEK CAPITAL MANAGEMENT, LLC

$95M

MRP ADVISORS, LLC

$96M

PERPETUAL WEALTH ADVISORS, L.L.C.

$92M

Get the full picture on BARNARD FINANCIAL GROUP, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track BARNARD FINANCIAL GROUP, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans