# Barwick & Partners, Inc.

> Barwick & Partners, Inc. is an SEC-registered investment advisory firm in Shoreline, WA, registered since 2015, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated February 4, 2026.

- CRD: 174336
- Filed as: BARWICK & PARTNERS, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Shoreline, WA
- Filing period: October 2026
- Form ADV filing dated: February 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/174336
- AdvisorCensus page: https://advisorcensus.com/firm/barwick-and-partners-inc-shoreline-wa-174336

## Quick answers

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

**Where is Barwick & Partners, Inc. located?**
Barwick & Partners, Inc.'s principal office is in Shoreline, WA, according to its Form ADV.

**Is Barwick & Partners, Inc. registered with the SEC or a state?**
Barwick & Partners, Inc. is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 174336.

**How much does Barwick & Partners, Inc. manage?**
Barwick & Partners, Inc. reports $2,769,760,744 in regulatory assets under management in its Form ADV filing dated February 4, 2026 (100% discretionary).

**How have Barwick & Partners, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Barwick & Partners, Inc.: Regulatory assets under management: $2,076,410,758 in the October 2021 data and $2,769,760,744 in the October 2026 data, up 33%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Barwick & Partners, Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (218); corporations or other businesses not listed above (132); charitable organizations (10).

**Which custodians does Barwick & Partners, Inc. use?**
Barwick & Partners, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and National Financial Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Barwick & Partners, Inc. 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/174336

## From the Form ADV filing

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

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

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: $2,769,760,744
- Discretionary: $2,769,760,744
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 218 | $950,354,025 |
| Charitable organizations | 10 | $426,301,071 |
| Corporations or other businesses not listed above | 132 | $1,393,105,648 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2015 (11 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $2,076,410,758 | 2 | April 22, 2021 |
| October 2022 | $2,535,351,712 | 2 | March 10, 2022 |
| October 2023 | $2,116,335,205 | 2 | June 2, 2023 |
| October 2024 | $2,327,727,937 | 2 | March 8, 2024 |
| October 2025 | $2,584,884,934 | 2 | February 4, 2025 |
| October 2026 | $2,769,760,744 | 2 | February 4, 2026 |

Regulatory assets under management: $2,076,410,758 in the October 2021 data and $2,769,760,744 in the October 2026 data, up 33%.
Total employees: 2 in October 2021 and 2 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Barwick & Partners, Inc. (CRD 174336): Form ADV filing data as of October 2026.