# Denny, Barry T.

> Denny, Barry T. is a state-registered investment advisory firm, registered since 2019, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 28, 2026.

- CRD: 304512
- Filed as: DENNY, BARRY T.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Wisconsin
- Filing period: October 2026
- Form ADV filing dated: April 28, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/304512
- AdvisorCensus page: https://advisorcensus.com/firm/denny-barry-t-304512

## Quick answers

**How is Denny, Barry T. compensated?**
On its Form ADV (Item 5.E, October 2026), Denny, Barry T. reports these compensation arrangements: a percentage of assets under its management.

**Is Denny, Barry T. registered with the SEC or a state?**
Denny, Barry T. is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 304512.

**How much does Denny, Barry T. manage?**
Denny, Barry T. reports $10,786,712 in regulatory assets under management in its Form ADV filing dated April 28, 2026 (100% discretionary).

**What types of clients does Denny, Barry T. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (22); high net worth individuals (3).

**Does Denny, Barry T. 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/304512

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $10,786,712
- Discretionary: $10,786,712
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 22 | $5,274,014 |
| High net worth individuals | 3 | $5,512,698 |

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

### Firm details
- Registered since: 2019 (7 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: WI
- 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. Denny, Barry T. (CRD 304512): Form ADV filing data as of October 2026.