Barnard Financial Group, LLC

Overview

Barnard Financial Group, LLC is a state registered investment adviser based in Roswell, GA, registered since 2025. It reports $94.2M in assets under management across 333 accounts, with 1 employees. It has 1 investment adviser representatives.

Reported AUM

$94.2M

Discretionary

100%

Accounts

333

Average account

$283K

Employees

1

Advisory reps

1

Registered since

2025

Jurisdictions

2

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Pension Consulting
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Percentage of Assets

Executive officers 1 of 1

• Jeffrey Allen Barnard Managing Member, Investment Adviser Representative, Chief Compliance Officer CRD 5509920

Advisory reps 1 of 1

• Jeffrey Allen Barnard Insurance Agent · Investment Adviser Rep CRD 5509920

Location

Headquarters

555 Sun Valley Dr Ste L2
Roswell, GA 30076

County

Fulton

Metro area

Atlanta-Sandy Springs-Alpharetta, GA

Region

South

Registrations

• State registered
• Registered in 2 jurisdictions
• Website: barnardfinancialgroup.com

Every state, with registration dates

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