May Barnhard Investments LLC
● SEC registered since 2017CRD 170858SEC# 801-110144Bethesda, MD
Reg. AUM
$316.9M
Employees
13
Accounts
395
Location
Bethesda, MD
May Barnhard Investments LLC assets under management
May Barnhard Investments LLC operates as an SEC-registered investment adviser based in Bethesda, MD. The firm has been registered since 2017. It reports $316.9 million in regulatory assets under management and employs 13 people.
May Barnhard Investments LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Councilor, Buchanan & Mitchell Control | Managing Member | Over 75% | 2018 |
| Reema Ambrish Patel | Chief Compliance Officer | Under 5% | 2026 |
Frequently asked questions
How much does May Barnhard Investments LLC manage?
May Barnhard Investments LLC reports $316.9 million in regulatory assets under management on its Form ADV.
How many employees does May Barnhard Investments LLC have?
May Barnhard Investments LLC reports 13 employees.
Where is May Barnhard Investments LLC located?
May Barnhard Investments LLC is based in Bethesda, MD and has been SEC-registered since 2017.
Does May Barnhard Investments LLC disclose fund performance?
May Barnhard Investments LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7910 Woodmont Ave, Suite 500, Bethesda, MD 20814 |
| Phone | (301) 986-0600 |
| Fax | 301-986-0432 |
| Office hours | 9 a.m. To 5 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$316.9M▲ 5%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 61%
Larger than 39% of 16,271 advisers
EmployeesTop 34%
More than 66% of 16,825 advisers
Assets under management
$316.9Mregulatory AUM
Discretionary $297.9MNon-discretionary $19.1M