Managing Partner · Black Barn Financial, LLC
Kacie J. Swartz
CRD 4560021 · Named on Form ADV at one SEC-registered adviser
At a glance
Black Barn Financial, LLC, an SEC-registered wealth manager based in Austin, TX with $165 million in regulatory assets, lists Kacie J. Swartz on its Form ADV as Managing Partner, a control person.
Firms and roles
- Black Barn Financial, LLCManaging PartnerWealth manager · Austin, TX · $165M in regulatory assets
AtlasMembers
Kacie’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Sara E. GlakasManaging Member, Black Barn Financial, LLC
- Elisa M. HansonChief Compliance Officer/part Owner, Black Barn Financial, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kacie’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.