BARBER & ASSOCIATES

BARBER & ASSOCIATES is an SEC-registered investment adviser (CRD 154678). Regulatory assets under management: $50.0M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 154678
• Type: Registered investment adviser
• Phone: 352-245-6817
• Latest filing: 2026-03-31
• Regulatory AUM: $50.0M
• Discretionary AUM: $50.0M
• Clients: 1
• Accounts: 228

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 154678 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search