# Barnard Financial Group, LLC

> Barnard Financial Group, LLC is a state-registered investment advisory firm in Roswell, GA, registered since 2025, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 335512
- Filed as: BARNARD FINANCIAL GROUP, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Roswell, GA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/335512
- AdvisorCensus page: https://advisorcensus.com/firm/barnard-financial-group-llc-roswell-ga-335512

## Quick answers

**How is Barnard Financial Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Barnard Financial Group, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Barnard Financial Group, LLC located?**
Barnard Financial Group, LLC's principal office is in Roswell, GA, according to its Form ADV.

**Is Barnard Financial Group, LLC registered with the SEC or a state?**
Barnard Financial Group, LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 335512.

**How much does Barnard Financial Group, LLC manage?**
Barnard Financial Group, LLC reports $94,238,026 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**What types of clients does Barnard Financial Group, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (313); high net worth individuals (20).

**Does Barnard Financial Group, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/335512

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $94,238,026
- Discretionary: $94,238,026
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 313 | $76,620,671 |
| High net worth individuals | 20 | $17,617,355 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA, TN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- barnardfinancialgroup.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Barnard Financial Group, LLC (CRD 335512): Form ADV filing data as of October 2026.