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BARTON INVESTMENT MANAGEMENT, LLC

W. CONSHOHOCKEN, PA · CRD 141084 · IAPD ↗ · bartonim.com · 610-226-4040

$984.7MRegulatory AUM
4Advisory reps
7Employees
1Clients
n/aPlanning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
March 2025 — BARTON INVESTMENT MANAGEMENT, LLC notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
March 2025 — BARTON INVESTMENT MANAGEMENT, LLC crossed $1B in regulatory AUM ($846.2M -> $1.00B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
67
March 2024 — BARTON INVESTMENT MANAGEMENT, LLC reported RAUM up 49% ($567.8M -> $846.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.