{"url":"https://nivawealth.com/firms/barnstone-advisors-144511","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/144511","regulatoryAum":241063476,"crd":"144511","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"8069684","suffix":null,"lastName":"Aneser","firstName":"John","middleName":null},{"crd":"5374270","suffix":null,"lastName":"DETWILER","firstName":"JAMES","middleName":"BRINTON"},{"crd":"2879543","suffix":null,"lastName":"MCHUGH","firstName":"PATRICIA","middleName":"MARKELL"}],"total":3,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-05-05","regulatoryAum":168390482,"clients":40,"employees":2,"offices":2},{"filedOn":"2022-02-14","regulatoryAum":164160000,"clients":51,"employees":3,"offices":2},{"filedOn":"2023-02-06","regulatoryAum":149810436,"clients":60,"employees":3,"offices":2},{"filedOn":"2024-03-13","regulatoryAum":178000000,"clients":64,"employees":3,"offices":2},{"filedOn":"2025-04-09","regulatoryAum":214617259,"clients":79,"employees":4,"offices":2},{"filedOn":"2026-01-27","regulatoryAum":241063476,"clients":90,"employees":4,"offices":2}],"secFileNumber":"801-112449","legalName":"Barnstone Advisors LLC","displayName":"Barnstone Advisors","slug":"barnstone-advisors-144511","website":"https://barnstoneadvisors.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/144511/a53662a8b47f30e8-r1.webp","tone":"light","width":839,"height":200,"sourceUrl":"https://www.barnstoneadvisors.com/","sourceLabel":"Barnstone Advisors LLC, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/barnstone-advisors","founded":"2007","organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"388 W. Pothouse Road, Suite A","city":"Phoenixville","state":"PA","stateName":"Pennsylvania","country":"United States","postalCode":"19460"},"tradeNames":[],"registration":{"secApproved":"15 February 2018","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":2480855.988888889,"staff":{"employees":4,"advisory":3,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":241063476,"discretionary":241063476,"discretionaryAccounts":288,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":57,"regulatoryAum":14495354},{"label":"High-net-worth individuals","clients":33,"regulatoryAum":208781685},{"label":"Charitable organizations","clients":null,"fewerThan5":true,"regulatoryAum":17786437}],"feePrograms":[{"role":"main","program":"Portfolio Management Services","feeBasis":"ceiling","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1004242","versionId":1004242,"ratePeriod":"annual","fee_billing":"arrears","submittedOn":"2026-01-27","documentName":"BARNSTONE ADVISORS ADV BROCHURE","fee_rate_low":null,"fee_rate_high":1,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Financial Planning and Consulting","summary":"Financial planning and consulting are billed at an hourly fee of $200, negotiable, with invoices due within 30 days of receipt.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1004242","versionId":1004242,"submittedOn":"2026-01-27","documentName":"BARNSTONE ADVISORS ADV BROCHURE"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T13:36:24.470856+00:00","documents":[{"name":"BARNSTONE ADVISORS ADV BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1004242","versionId":1004242,"submittedOn":"2026-01-27"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":241063476}],"custodyNote":"Barnstone Advisors does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"James Detwiler","title":"Managing Member/President/Chief Compliance Officer","crd":"5374270"},{"name":"Patricia McHugh","title":"Member/Senior Portfolio Manager","crd":"2879543"}],"ownership":[{"label":"James Detwiler","detail":"Managing member/president/chief compliance officer in the 50% to 75% ownership band and a control person, since April 2007."},{"label":"Patricia McHugh","detail":"Member/senior portfolio manager in the 25% to 50% ownership band, since September 2023."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":1},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Pennsylvania","offices":1,"addresses":[{"street":"388 W. Pothouse Road, Suite A","city":"Phoenixville","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"610-917-2210","stateRegisteredReps":3,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients"],"financialPlanningClients":"51-100","assetMix":[{"label":"Exchange-traded equity securities","percent":23},{"label":"U.S. government/agency bonds","percent":4},{"label":"U.S. state and local bonds","percent":1},{"label":"Investment grade corporate bonds","percent":4},{"label":"Securities issued by registered investment companies or business development companies","percent":66},{"label":"Cash and cash equivalents","percent":2}],"privateFunds":0},"sources":{"adv1FilingDate":"27 January 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/144511/PDF/144511.pdf","brochureDate":"27 January 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1004242","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Barnstone Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Barnstone Advisors offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Barnstone Advisors charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Barnstone Advisors use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Barnstone Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Barnstone Advisors invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Barnstone Advisors?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Barnstone Advisors get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Barnstone Advisors?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 27 January 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}