Barnstone Advisors LLC
● SEC registered since 2018CRD 144511SEC# 801-112449Phoenixville, PA
Reg. AUM
$241.1M
Employees
4
Accounts
288
Location
Phoenixville, PA
Barnstone Advisors LLC assets under management
Barnstone Advisors LLC is a registered investment adviser overseen by the SEC based in Phoenixville, PA. The firm has been registered since 2018. It reports $241.1 million in regulatory assets under management and employs 4 people.
Barnstone Advisors LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James Brinton Detwiler Control | Managing Member/President/Chief Compliance Officer | 50-75% | 2007 |
| Patricia Markell McHugh | Member/Senior Portfolio Manager | 25-50% | 2023 |
Frequently asked questions
How much does Barnstone Advisors LLC manage?
Barnstone Advisors LLC reports $241.1 million in regulatory assets under management on its Form ADV.
How many employees does Barnstone Advisors LLC have?
Barnstone Advisors LLC reports 4 employees.
Where is Barnstone Advisors LLC located?
Barnstone Advisors LLC is based in Phoenixville, PA and has been SEC-registered since 2018.
Does Barnstone Advisors LLC disclose fund performance?
Barnstone Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 388 W. Pothouse Road, Suite a, Phoenixville, PA 19460 |
| Phone | 610-917-2210 |
| Fax | 610-933-8144 |
| Office hours | 9-5 |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$241.1M▲ 12%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 69%
Larger than 31% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$241.1Mregulatory AUM
Discretionary $241.1M