BARNARD FINANCIAL GROUP, LLC

BARNARD FINANCIAL GROUP, LLC of ROSWELL, GA is an SEC-registered investment adviser (CRD 335512). Regulatory assets under management: $94.2M.

Registration

• CRD: 335512
• Type: Registered investment adviser
• Location: 555 SUN VALLEY DR, ROSWELL, GA, 30076
• Phone: 770-992-1119
• Latest filing: 2026-03-31
• Regulatory AUM: $94.2M
• Discretionary AUM: $94.2M
• Clients: 1
• Accounts: 333

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 335512 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search