# Barton Financial Group LLC

> Barton Financial Group LLC is a state-registered investment advisory firm in Kyle, TX, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 21, 2026.

- CRD: 325215
- Filed as: BARTON FINANCIAL GROUP LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Kyle, TX
- Filing period: October 2026
- Form ADV filing dated: January 21, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/325215
- AdvisorCensus page: https://advisorcensus.com/firm/barton-financial-group-llc-kyle-tx-325215

## Quick answers

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

**Where is Barton Financial Group LLC located?**
Barton Financial Group LLC's principal office is in Kyle, TX, according to its Form ADV.

**Is Barton Financial Group LLC registered with the SEC or a state?**
Barton Financial Group LLC is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 325215.

**How much does Barton Financial Group LLC manage?**
Barton Financial Group LLC reports $24,993,834 in regulatory assets under management in its Form ADV filing dated January 21, 2026 (100% discretionary).

**What types of clients does Barton Financial Group LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (50); high net worth individuals (15).

**Does Barton 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/325215

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $24,993,834
- Discretionary: $24,993,834
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 50 | $11,140,109 |
| High net worth individuals | 15 | $13,853,725 |

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

### Firm details
- Registered since: 2023 (3 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bartonfinancialgroup.com
- bsky.app/profile/bartonfinancialgrp.bsky.social
- Facebook @BartonFinancialGroup
- Instagram @bartonfinancialgroup
- LinkedIn @bartonfinancialgroup
- X @BartonFinancial
- YouTube @UCAJmjE4HH4JAeoXvR7c-G8Q

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Barton Financial Group LLC (CRD 325215): Form ADV filing data as of October 2026.