BARTON FINANCIAL GROUP LLC

BARTON FINANCIAL GROUP LLC of KYLE, TX is an SEC-registered investment adviser (CRD 325215). Regulatory assets under management: $25.0M.

Registration

• CRD: 325215
• Type: Registered investment adviser
• Location: 107 S. MAIN STREET UNIT A, KYLE, TX, 78640
• Phone: 512-686-7589
• Latest filing: 2026-01-21
• Regulatory AUM: $25.0M
• Discretionary AUM: $25.0M
• Clients: 2
• Accounts: 211

Business model

Compensation: % of AUM, Hourly, Fixed.

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 325215 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search