{
  "crd_number": 144511,
  "slug": "barnstone-advisors-llc-phoenixville-pa-144511",
  "primary_business_name": "BARNSTONE ADVISORS LLC",
  "legal_name": "BARNSTONE ADVISORS LLC",
  "dbas": [],
  "city": "Phoenixville",
  "state": "PA",
  "country": "United States",
  "cbsa_code": "37980",
  "metro": {
    "cbsa_code": "37980",
    "common_name": "Philadelphia",
    "msa_name": "Philadelphia-Camden-Wilmington, PA-NJ-DE-MD",
    "path": "/advisors/pa/philadelphia"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2018-02-15",
  "years_registered": 8,
  "period": "2026-10-01",
  "filing_date": "2026-01-27",
  "carried_forward": false,
  "raum_total": 241063476.0,
  "raum_discretionary": 241063476.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 4,
  "advisory_employees": 3,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 17786437.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 14495354.0,
      "count": 57
    },
    "high_net_worth_individuals": {
      "raum": 208781685.0,
      "count": 33
    }
  },
  "compensation_types": [
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "DE",
    "GA",
    "NH",
    "PA",
    "TX"
  ],
  "websites": [
    "https://barnstoneadvisors.com",
    "https://linkedin.com/COMPANY/BARNSTONE-ADVISORS"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/144511",
  "city_as_filed": "PHOENIXVILLE",
  "url": "https://advisorcensus.com/firm/barnstone-advisors-llc-phoenixville-pa-144511",
  "display_name": "Barnstone Advisors LLC",
  "summary": "Barnstone Advisors LLC is an SEC-registered investment advisory firm in Phoenixville, PA, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 27, 2026.",
  "citation": "AdvisorCensus. Barnstone Advisors LLC (CRD 144511): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Barnstone Advisors LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Barnstone Advisors LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges."
    },
    {
      "q": "How much does Barnstone Advisors LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated January 27, 2026 states: Asset-based fee: up to 1% of assets a year (the maximum the brochure states); Hourly rate: $200 an hour (financial planning or consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Barnstone Advisors LLC located?",
      "a": "Barnstone Advisors LLC's principal office is in Phoenixville, PA, according to its Form ADV."
    },
    {
      "q": "Is Barnstone Advisors LLC registered with the SEC or a state?",
      "a": "Barnstone Advisors LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 144511."
    },
    {
      "q": "How much does Barnstone Advisors LLC manage?",
      "a": "Barnstone Advisors LLC reports $241,063,476 in regulatory assets under management in its Form ADV filing dated January 27, 2026 (100% discretionary)."
    },
    {
      "q": "How have Barnstone Advisors LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Barnstone Advisors LLC: Regulatory assets under management: $168,390,482 in the October 2021 data and $241,063,476 in the October 2026 data, up 43%. Total employees: 2 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Barnstone Advisors LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (57); high net worth individuals (33)."
    },
    {
      "q": "Which custodians does Barnstone Advisors LLC use?",
      "a": "Barnstone Advisors 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."
    },
    {
      "q": "Does Barnstone Advisors LLC report any disciplinary disclosures?",
      "a": "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/144511"
    },
    {
      "q": "Does Barnstone Advisors LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated January 27, 2026 says: \"In general, we require a minimum of $250,000 to open and maintain an advisory account. At our discretion, we may waive this minimum account size.\""
    },
    {
      "q": "What changed in Barnstone Advisors LLC's recent Form ADV filings?",
      "a": "In the February 2026 filing data: Regulatory assets under management went from $214,617,259 to $241,063,476 (+12%). Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 168390482.0,
      "total_employees": 2,
      "filing_date": "2021-05-05"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 164160000.0,
      "total_employees": 3,
      "filing_date": "2022-02-14"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 149810436.0,
      "total_employees": 3,
      "filing_date": "2023-02-06"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 178000000.0,
      "total_employees": 3,
      "filing_date": "2024-03-13"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 214617259.0,
      "total_employees": 4,
      "filing_date": "2025-04-09"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 241063476.0,
      "total_employees": 4,
      "filing_date": "2026-01-27"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Regulatory assets under management went from $214,617,259 to $241,063,476 (+12%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated January 27, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": "1% of assets a year",
    "account_minimum": "$250,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $200 an hour (financial planning or consulting services)"
    ],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: up to 1% of assets a year (the maximum the brochure states)"
        ],
        "quotes": [
          "Our annual fee for portfolio management services is equal to up to 1.00% of the market value of your assets under our management."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $250,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "In general, we require a minimum of $250,000 to open and maintain an advisory account. At our discretion, we may waive this minimum account size."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $200 an hour (financial planning or consulting services)"
        ],
        "quotes": [
          "We charge an hourly fee of $200 for financial planning or consulting services, which is negotiable depending on the scope and complexity of the plan, your situation, and your financial objectives."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": 1.0,
      "account_minimum": 250000.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": 200.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "financial planning or consulting services"
        }
      ]
    },
    "quotes": [
      "Our annual fee for portfolio management services is equal to up to 1.00% of the market value of your assets under our management.",
      "In general, we require a minimum of $250,000 to open and maintain an advisory account. At our discretion, we may waive this minimum account size.",
      "We charge an hourly fee of $200 for financial planning or consulting services, which is negotiable depending on the scope and complexity of the plan, your situation, and your financial objectives."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/barnstone-advisors-llc-phoenixville-pa-144511.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 57,
      "fewer_than_5": false,
      "raum": 14495354.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 33,
      "fewer_than_5": false,
      "raum": 208781685.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 17786437.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/144511",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}