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OLD BARN CAPITAL LLC

· CRD 338745 · IAPD ↗ · oldbarncap.com · 717-329-7970

$136.6MRegulatory AUM
1Advisory reps
1Employees
0Clients
n/aPlanning clients
0Private funds
0States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

50
April 2026 — OLD BARN CAPITAL LLC reported RAUM up 30% ($105.3M -> $136.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
March 2026 — OLD BARN CAPITAL LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
85
January 2026 — OLD BARN CAPITAL LLC (location n/a) is newly SEC-registered (provisional 120-day approval) with $105.3M RAUM and 1 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.