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BLACK BARN FINANCIAL, LLC

AUSTIN, TX · CRD 170885 · IAPD ↗ · (512) 368-9179

$164.6MRegulatory AUM
4Advisory reps
6Employees
7Clients
1-10Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
February 2026 — BLACK BARN FINANCIAL, LLC notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
November 2024 — BLACK BARN FINANCIAL, LLC (AUSTIN, TX) is newly SEC-registered with $110.1M RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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