Fee-only adviser · Lafayette, LA
Barton Advisory Services, L.L.C.
Barton Advisory Services, L.L.C. is a fee-only investment adviser registered with the securities regulator of Louisiana, with its main office in Lafayette, Louisiana. On its latest Form ADV, filed October 20, 2026, it reports $99M in regulatory assets under management, 42 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Louisiana |
|---|---|
| Firm CRD number | 137694 |
| Office | 341 Doucet Road Suite B Lafayette, LA 70503 |
| Phone | (337) 278-2723 |
| Website | www.bartonadvisoryservices.com |
| Regulatory assets under management | $99M |
| Individual clients | 20 non-high-net-worth, 22 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets |
| Services | Portfolio management, Pension consulting, Selection of other advisers |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | October 20, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Lafayette
- Cullen Investment Group $910M
- BCM Advisors, LLC $776M
- Apex Capital Management, L.L.C. $225M
- Meche and Associates LLC $17M
- Kidd Vision Capital LLC $27M
- Final Ascent Wealth Advisors, LLC $65M
See all 8 fee-only advisers in Lafayette →
Nearby
- Youngsville 1 firm
- Abbeville 1 firm
- Opelousas 1 firm
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