Bare Financial Services Inc.
● SEC registered since 2023CRD 328043SEC# 801-128789Gap, PA
Reg. AUM
$662.3M
Employees
19
Accounts
2,815
Location
Gap, PA
Bare Financial Services Inc. assets under management
Bare Financial Services Inc. is a registered investment adviser overseen by the SEC based in Gap, PA. The firm has been registered since 2023. It reports $662.3 million in regulatory assets under management and employs 19 people.
Bare Financial Services Inc. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Clair Lamar King Control | Partner | 10-25% | 2025 |
| Curtis Mark Burkholder Control | Chief Compliance Officer | 10-25% | 2023 |
| Ronald Dean Bare Control | Ceo | 50-75% | 2023 |
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Join to unlock · $37/moFrequently asked questions
How much does Bare Financial Services Inc. manage?
Bare Financial Services Inc. reports $662.3 million in regulatory assets under management on its Form ADV.
How many employees does Bare Financial Services Inc. have?
Bare Financial Services Inc. reports 19 employees.
Where is Bare Financial Services Inc. located?
Bare Financial Services Inc. is based in Gap, PA and has been SEC-registered since 2023.
Does Bare Financial Services Inc. disclose fund performance?
Bare Financial Services Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 835 Houston Run Drive, Suite 260, Gap, PA 17527 |
| Phone | 717-407-5200 |
| Office hours | 8:00 a.m. - 4:30 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$662.3M▲ 30%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 41%
Larger than 59% of 16,271 advisers
EmployeesTop 25%
More than 75% of 16,825 advisers
Assets under management
$662.3Mregulatory AUM
Discretionary $640.8MNon-discretionary $21.5M