BARTON ADVISORY SERVICES, L.L.C.

BARTON ADVISORY SERVICES, L.L.C. of LAFAYETTE, LA is an SEC-registered investment adviser (CRD 137694). Regulatory assets under management: $98.8M.

Registration

• CRD: 137694
• Type: Registered investment adviser
• Location: 341 DOUCET ROAD, LAFAYETTE, LA, 70503
• Phone: 337-278-2723
• Latest filing: 2026-02-10
• Regulatory AUM: $98.8M
• Discretionary AUM: $98.8M
• Clients: 2
• Accounts: 125

Business model

Compensation: % of AUM.

Clients served: High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 137694 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search