{
  "crd_number": 170885,
  "slug": "black-barn-financial-llc-austin-tx-170885",
  "primary_business_name": "BLACK BARN FINANCIAL, LLC",
  "legal_name": "BLACK BARN FINANCIAL, LLC",
  "dbas": [],
  "city": "Austin",
  "state": "TX",
  "country": "United States",
  "cbsa_code": "12420",
  "metro": {
    "cbsa_code": "12420",
    "common_name": "Austin",
    "msa_name": "Austin-Round Rock-San Marcos, TX",
    "path": "/advisors/tx/austin"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2024-10-29",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-07-02",
  "carried_forward": false,
  "raum_total": 164560544.0,
  "raum_discretionary": 164560544.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 6,
  "advisory_employees": 4,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 37688722.0,
      "count": 89
    },
    "high_net_worth_individuals": {
      "raum": 125204847.0,
      "count": 63
    },
    "corporations_other_businesses": {
      "raum": 1666975.0,
      "count": 2,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "other",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "IL",
    "TX"
  ],
  "websites": [
    "https://blackbarnfinancial.com",
    "https://facebook.com/BLACKBARNFINANCIAL",
    "https://instagram.com/saraglakas?hl=en",
    "https://kacieswartz.com",
    "https://linkedin.com/COMPANY/BLACK-BARN-FINANCIAL-LLC",
    "https://linkedin.com/in/amy-calistri-724b548",
    "https://linkedin.com/in/sara-glakas-blackbarn",
    "https://twitter.com/BLACKBARNFIN"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/170885",
  "city_as_filed": "AUSTIN",
  "url": "https://advisorcensus.com/firm/black-barn-financial-llc-austin-tx-170885",
  "display_name": "Black Barn Financial, LLC",
  "summary": "Black Barn Financial, LLC is an SEC-registered investment advisory firm in Austin, TX, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 2, 2026.",
  "citation": "AdvisorCensus. Black Barn Financial, LLC (CRD 170885): 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",
    "Fixed fees (other than subscription fees)"
  ],
  "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",
    "Educational seminars/workshops",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Black Barn Financial, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Black Barn Financial, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Black Barn Financial, LLC located?",
      "a": "Black Barn Financial, LLC's principal office is in Austin, TX, according to its Form ADV."
    },
    {
      "q": "Is Black Barn Financial, LLC registered with the SEC or a state?",
      "a": "Black Barn Financial, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 170885."
    },
    {
      "q": "How much does Black Barn Financial, LLC manage?",
      "a": "Black Barn Financial, LLC reports $164,560,544 in regulatory assets under management in its Form ADV filing dated July 2, 2026 (100% discretionary)."
    },
    {
      "q": "How have Black Barn Financial, LLC's assets and staff changed since 2025?",
      "a": "In the Form ADV data for Black Barn Financial, LLC: Regulatory assets under management: $128,282,743 in the October 2025 data and $164,560,544 in the October 2026 data, up 28%. Total employees: 5 in October 2025 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Black Barn Financial, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (89); high net worth individuals (63); corporations or other businesses not listed above (2)."
    },
    {
      "q": "Which custodians does Black Barn Financial, LLC use?",
      "a": "Black Barn Financial, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Black Barn Financial, 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/170885"
    },
    {
      "q": "What changed in Black Barn Financial, LLC's recent Form ADV filings?",
      "a": "In the February 2026 filing data: Registered or notice-filed in CA."
    }
  ],
  "filing_history": [
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 128282743.0,
      "total_employees": 5,
      "filing_date": "2025-01-14"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 164560544.0,
      "total_employees": 6,
      "filing_date": "2026-07-02"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Registered or notice-filed in CA."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Regulatory assets under management went from $128,282,743 to $160,042,036 (+25%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "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/black-barn-financial-llc-austin-tx-170885.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 89,
      "fewer_than_5": false,
      "raum": 37688722.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 63,
      "fewer_than_5": false,
      "raum": 125204847.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 2,
      "fewer_than_5": true,
      "raum": 1666975.0
    }
  ],
  "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/170885",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}