W. CONSHOHOCKEN, PACRD 141084Latest ADV February 2, 2026
Barton Investment Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in W. Conshohocken, PA.
Assets Under Management
$985M
Employees
7
Offices
1 office
Total Clients
94
Primary office
W. CONSHOHOCKEN, PA
ONE TOWER BRIDGE, 100 FRONT STREET, SUITE 980, W. CONSHOHOCKEN, PA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Other fee arrangements
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 77.7% of total clients.
Top client categories% of clientsClients
1
HNWI
77.7%
73
2
Individuals
21.3%
20
3
FOUNDATION
1.1%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$985Mas of February 2, 2026
Discretionary100.0%
$985M
100% of total RAUM100.0%
Non-discretionary0.0%
$58K
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$985M
Total Accounts263
10Y AUM Change+$639M (+184.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee13:1
10Y Employee Change+2 (+40.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.