RIA Intel›Advisers›Colorado›NORTON-BARKLEY ASSET MANAGEMENT,LLC

NORTON-BARKLEY ASSET MANAGEMENT,LLC

Advisory

Data as of Mar 24, 2026 · Source: SEC Form ADV

Average account

$597K

across 24 accounts

AUM per adviser

$14M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 24, 2026.

Total AUM

$14M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$14M

Discretionary AUM$14M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients9

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCO

Succession Risk

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

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Peer Benchmarking

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

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Owners & Officers

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

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Client Demographics

9 clients

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

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Advisers of similar size in CO

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

GORHAM WEALTH MANAGEMENT, LLC

GOLDEN, CO

$14M

ADAGE INVESTMENT ADVISORS, L.L.C.

$14M

DELAGIFY FINANCIAL, LLC

$14M

UPSLOPE CAPITAL MANAGEMENT, LLC

$15M

CORNERSTONE FINANCIAL PLANNING, LLC

$15M

THE BORNHOFT GROUP CORPORATION

DENVER, CO

$14M

-98.2% 1Y

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