# Linda A. Barlow, CFP

> Linda A. Barlow, CFP is an SEC-registered investment advisory firm in Santa Ana, CA, registered since 2001, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 15, 2024.

- CRD: 111643
- Filed as: LINDA A. BARLOW, CFP
- Legal name: Barlow, Linda, ANN
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Santa Ana, CA
- Filing period: October 2026
- Form ADV filing dated: March 15, 2024
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/111643
- AdvisorCensus page: https://advisorcensus.com/firm/linda-a-barlow-cfp-santa-ana-ca-111643

## Quick answers

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

**Where is Linda A. Barlow, CFP located?**
Linda A. Barlow, CFP's principal office is in Santa Ana, CA, according to its Form ADV.

**Is Linda A. Barlow, CFP registered with the SEC or a state?**
Linda A. Barlow, CFP is an SEC-registered investment advisory firm, registered since 2001. Status as filed: Approved. CRD 111643.

**How much does Linda A. Barlow, CFP manage?**
Linda A. Barlow, CFP reports $239,644,680 in regulatory assets under management in its Form ADV filing dated March 15, 2024 (100% discretionary).

**How have Linda A. Barlow, CFP's assets and staff changed since 2021?**
In the Form ADV data for Linda A. Barlow, CFP: Regulatory assets under management: $226,694,202 in the October 2021 data and $239,644,680 in the October 2026 data, up 6%. Total employees: 1 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Linda A. Barlow, CFP serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (196); individuals (other than high net worth individuals) (69).

**Does Linda A. Barlow, CFP 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/111643

## 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: $239,644,680
- Discretionary: $239,644,680
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 69 | $134,742,596 |
| High net worth individuals | 196 | $98,898,559 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $3,469,232 |
| Charitable organizations | Fewer than 5 | $2,534,293 |

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

### Firm details
- Registered since: 2001 (25 years)
- Employees: 1 total, 0 performing advisory functions
- Wrap fee program participation: No
- 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 | $226,694,202 | 1 | March 18, 2021 |
| October 2022 | $244,021,924 | 1 | March 22, 2022 |
| October 2023 | $224,998,592 | 1 | March 20, 2023 |
| October 2024 | $239,644,680 | 1 | March 15, 2024 |
| October 2025 | $239,644,680 | 1 | March 15, 2024 |
| October 2026 | $239,644,680 | 1 | March 15, 2024 |

Regulatory assets under management: $226,694,202 in the October 2021 data and $239,644,680 in the October 2026 data, up 6%.
Total employees: 1 in October 2021 and 1 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Linda A. Barlow, CFP (CRD 111643): Form ADV filing data as of October 2026.