# Barony Financial Group

> Barony Financial Group is a state-registered investment advisory firm in Moncks Corner, SC, registered since 2003, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 152475
- Filed as: BARONY FINANCIAL GROUP
- Legal name: Barony Financial Group, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Moncks Corner, SC
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/152475
- AdvisorCensus page: https://advisorcensus.com/firm/barony-financial-group-moncks-corner-sc-152475

## Quick answers

**How is Barony Financial Group compensated?**
On its Form ADV (Item 5.E, October 2026), Barony Financial Group reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Where is Barony Financial Group located?**
Barony Financial Group's principal office is in Moncks Corner, SC, according to its Form ADV.

**Is Barony Financial Group registered with the SEC or a state?**
Barony Financial Group is a state-registered investment advisory firm, registered since 2003. Status as filed: APPROVED. CRD 152475.

**How much does Barony Financial Group manage?**
Barony Financial Group reports $10,681,891 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary).

**What types of clients does Barony Financial Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (18); high net worth individuals (2); charitable organizations (1).

**Does Barony Financial Group 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/152475

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $10,681,891
- Discretionary: $10,681,891
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 18 | $4,057,205 |
| High net worth individuals | 2 | $3,477,372 |
| Charitable organizations | 1 | $3,147,314 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2003 (23 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: SC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Barony Financial Group (CRD 152475): Form ADV filing data as of October 2026.