Barnstone Advisors provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions. Financial planning was provided to 51–100 clients last fiscal year.
Barnstone Advisors reports 90 clients. They include 57 individual clients and 33 high-net-worth individuals. Of its assets, 100.0% ($241M across 288 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 63% | 6% |
| High-net-worth individuals | 37% | 87% |
| Charitable organizations | Fewer than 5 | 7% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 57 | $14.5M | 6.0% | $254K |
| High-net-worth individuals | 33 | $209M | 86.6% | $6.33M |
| Charitable organizations | Fewer than 5 | $17.8M | 7.4% | — |
| Total | 90 | $241M | 100% | — |
- Clients
- 57
- Regulatory AUM
- $14.5M
- AUM share
- 6.0%
- Avg. per client
- $254K
- Clients
- 33
- Regulatory AUM
- $209M
- AUM share
- 86.6%
- Avg. per client
- $6.33M
- Clients
- Fewer than 5
- Regulatory AUM
- $17.8M
- AUM share
- 7.4%
- Avg. per client
- —
Total
- Clients
- 90
- Regulatory AUM
- $241M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
Barnstone Advisors charges up to 1.00% a year for its Portfolio Management Services. The fee is billed in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting
- Financial planning and consulting are billed at an hourly fee of $200, negotiable, with invoices due within 30 days of receipt.
James Detwiler owns 50% to 75% of Barnstone Advisors. The leadership team of Barnstone Advisors includes President James Detwiler. It has 4 employees, 3 of them in advisory roles.
Leadership
James DetwilerManaging Member/President/Chief Compliance Officer
Patricia McHughMember/Senior Portfolio Manager
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 4 employees
- 3 in advisory functions
- 3 state-registered reps
- Owns 50% to 75% of Barnstone Advisors LLC
James Detwiler
Control person · since April 2007
- Owns 25% to 50% of Barnstone Advisors LLC
Patricia McHugh
since September 2023
Barnstone Advisors’ regulatory assets grew from $168M (May 2021) to $241M (January 2026); clients rose from 40 to 90 and employees from 2 to 4.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Jan 2026January 2026 | $241M | 90 | 4 | 2 |
| Apr 2025April 2025 | $215M | 79 | 4 | 2 |
| Mar 2024March 2024 | $178M | 64 | 3 | 2 |
| Feb 2023February 2023 | $150M | 60 | 3 | 2 |
| Feb 2022February 2022 | $164M | 51 | 3 | 2 |
| May 2021May 2021 | $168M | 40 | 2 | 2 |
Besides its headquarters, Barnstone Advisors has 1 office (1 private residence, listed without an address), with 1 listed address in 1 state.
Pennsylvania · 1 listed address
- 388 W. Pothouse Road, Suite A, PhoenixvilleHQ
Contact and registration details
- Legal name
- Barnstone Advisors LLC
- Headquarters
- 388 W. Pothouse Road, Suite A, Phoenixville, PA 19460
- Website
- barnstoneadvisors.com
- Phone
- 610-917-2210
- @barnstone-advisors
- SEC file
- 801-112449
- Founded
- 2007
- Structure
- Delaware LLC
- Fiscal year end
- December
Barnstone Advisors’ named custodian for separately managed accounts is Charles Schwab ($241M). Barnstone Advisors does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $241M100%
At year end, Barnstone Advisors’ separately managed accounts were mostly in funds (66%) and stocks (23%).
What the accounts hold
- Stocks23%
- Funds66%
- Bonds9%
- U.S. government and agency bonds4%
- Investment grade corporate bonds4%
- State and local bonds1%
- Cash2%
How many clients does Barnstone Advisors have?
Barnstone Advisors has 90 clients and manages $241 million for them, as of January 2026. They include 57 individual clients and 33 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 January 2026
What services does Barnstone Advisors offer?
Barnstone Advisors provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Barnstone Advisors charge?
Barnstone Advisors charges up to 1.00% a year for its Portfolio Management Services. The fee is billed in arrears and is negotiable.
Source: BARNSTONE ADVISORS ADV BROCHURE, filed 27 January 2026
Which custodians does Barnstone Advisors use?
Barnstone Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $241M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 January 2026
How many financial advisors does Barnstone Advisors have?
Barnstone Advisors has 3 investment adviser representatives registered with state securities authorities, out of 4 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Barnstone Advisors invest in?
At the end of its last fiscal year, Barnstone Advisors’ separately managed accounts held 66% registered funds (mutual funds, ETFs, BDCs), 23% exchange-traded equities, 4% U.S. government and agency bonds, 4% investment grade corporate bonds, 2% cash and equivalents and 1% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Barnstone Advisors?
Barnstone Advisors’ direct owners are James Detwiler (50% to 75%) and Patricia McHugh (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 27 January 2026
How does Barnstone Advisors get paid?
Barnstone Advisors is paid through a percentage of assets under management and hourly charges. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Barnstone Advisors?
Barnstone Advisors’ main office is at 388 W. Pothouse Road, Suite A, Phoenixville, PA 19460. Its phone number is 610-917-2210. Its website is barnstoneadvisors.com.