Firm profile

BLACK BARN FINANCIAL, LLC

AUSTIN, TXCRD 170885Latest ADV April 30, 2026

Black Barn Financial, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Austin, TX. Its latest Form ADV filing, dated April 30, 2026, reports $165M in regulatory assets under management, 6 employees, and 656 accounts.

Assets Under Management
$165M
Employees
6
Offices
--
Total Clients
154
Primary office
AUSTIN, TX
2305 HANCOCK DRIVE, STE. 105, AUSTIN, TX, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOElisa M. Hanson

Advisory services offered

5 types reported
Educational seminars/workshops
Financial Planning Services
Other advisory services

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 57.8% of total clients.
Top client categories% of clientsClients
1
Individuals
57.8%
89
2
HNWI
40.9%
63
3
Corporations
1.3%
2
Categories with <5 clients
Corporations or other businesses not listed above<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$165Mas of April 30, 2026
Discretionary100.0%
$165M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
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.

Total AUM$165M
Total Accounts656
10Y AUM Change+$54M (+49.5%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees6
Clients per Employee26:1
10Y Employee Change+1 (+20.0%)

* 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.