Black Barn Financial, LLC
● SEC registered since 2024CRD 170885SEC# 801-131357Austin, TX
Reg. AUM
$164.6M
Employees
6
Accounts
656
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 $164.6 million in regulatory assets under management and employs 6 people.
Black Barn Financial, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Elisa Mary Hanson Control | Chief Compliance Officer/Part Owner | 5-10% | 2020 |
| Kacie Joellen Swartz Control | Managing Partner | 25-50% | 2023 |
| Sara Ettner Glakas Control | Managing Member | 25-50% | 2010 |
Frequently asked questions
How much does Black Barn Financial, LLC manage?
Black Barn Financial, LLC reports $164.6 million in regulatory assets under management on its Form ADV.
How many employees does Black Barn Financial, LLC have?
Black Barn Financial, LLC reports 6 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
| Address | 2305 Hancock Drive, Ste. 105, Austin, TX 78756 |
| Phone | (512) 368-9179 |
| Fax | 512-368-9164 |
| Office hours | 9:00-5:00 |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$164.6M▲ 28%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 81%
Larger than 19% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$164.6Mregulatory AUM
Discretionary $164.6M