Investment adviser · CRD 144511
BARNSTONE ADVISORS LLC
Investment adviser filing (IA)
PHOENIXVILLE, PA, United States · Form ADV filed Jan 27, 2026
- Regulatory AUM
- $241M Form ADV · Item 5.F
- Client accounts
- 288 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 33 | $208,781,685 | 86.6% |
| Charities | Fewer than 5 | $17,786,437 | 7.4% |
| Individuals | 57 | $14,495,354 | 6.0% |
Filing source
Form ADV 2041392 · Jan 27, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jan 27, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management
Compensation
Percentage of assets · Hourly
Principal office
388 W. POTHOUSE ROAD, SUITE APHOENIXVILLE, PA, 19460, United States
CRD 144511
Filing source
Form ADV 2041392 · Jan 27, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.