# Barnes Dennig Private Wealth Management, LLC

> Barnes Dennig Private Wealth Management, LLC is an SEC-registered investment advisory firm in Cincinnati, OH, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.

- CRD: 328496
- Filed as: BARNES DENNIG PRIVATE WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Cincinnati, OH
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/328496
- AdvisorCensus page: https://advisorcensus.com/firm/barnes-dennig-private-wealth-management-llc-cincinnati-oh-328496

## Quick answers

**How is Barnes Dennig Private Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Barnes Dennig Private Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Barnes Dennig Private Wealth Management, LLC located?**
Barnes Dennig Private Wealth Management, LLC's principal office is in Cincinnati, OH, according to its Form ADV; the April 2026 filing also lists 3 other offices (Schedule D, Section 1.F).

**Is Barnes Dennig Private Wealth Management, LLC registered with the SEC or a state?**
Barnes Dennig Private Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 328496.

**How much does Barnes Dennig Private Wealth Management, LLC manage?**
Barnes Dennig Private Wealth Management, LLC reports $188,215,232 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (97% discretionary).

**How have Barnes Dennig Private Wealth Management, LLC's assets and staff changed since 2024?**
In the Form ADV data for Barnes Dennig Private Wealth Management, LLC: Regulatory assets under management: $0 in the October 2024 data and $188,215,232 in the October 2026 data. Total employees: 9 in October 2024 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Barnes Dennig Private Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (185); corporations or other businesses not listed above (7); high net worth individuals (6).

**Which custodians does Barnes Dennig Private Wealth Management, LLC use?**
Barnes Dennig Private Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Barnes Dennig Private Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/328496

**Does Barnes Dennig Private Wealth Management, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 24, 2026 says: "The minimum account size for our Advisory Services is $250,000, subject to BDPW’s discretion on a client-by-client basis."

**What changed in Barnes Dennig Private Wealth Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $102,794,064 to $188,215,232 (+83%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 24, 2026)

- Account minimum: $250,000 (the brochure says it may be waived or negotiated)

> The minimum account size for our Advisory Services is $250,000, subject to BDPW’s discretion on a client-by-client basis.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $188,215,232
- Discretionary: $183,297,414
- Non-discretionary: $4,917,818

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 185 | $119,850,514 |
| High net worth individuals | 6 | $63,734,366 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 7 | $4,630,352 |
| Other | 0 | $0 |

### 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: 2024 (2 years)
- Employees: 7 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, FL, GA, IN, KY, NC, NY, OH, PA, SC, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Crestview Hills, KY
- Dayton, OH
- Indianapolis, IN

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $0 | 9 | July 1, 2024 |
| October 2025 | $102,794,064 | 7 | March 26, 2025 |
| October 2026 | $188,215,232 | 7 | March 24, 2026 |

Regulatory assets under management: $0 in the October 2024 data and $188,215,232 in the October 2026 data.
Total employees: 9 in October 2024 and 7 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $102,794,064 to $188,215,232 (+83%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Barnes Dennig Private Wealth Management, LLC (CRD 328496): Form ADV filing data as of October 2026.