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Barden Capital Management, Inc.

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Client assets under management

$183,500,000

Clients

202

21% high-net worth

Advisors

3

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

67

High

Average account size

$908,416

About

Barden Capital Management provides investment advice and ongoing portfolio management to individuals (including high‑net‑worth clients), trusts, and a wide array of institutional clients. Its Form ADV lists client types that are uncommon for a firm of its size, including sovereign wealth funds, banking or thrift institutions, state and municipal governments, insurance companies, and other investment advisers.

The firm describes an investment process that combines roughly seventy distinct strategy templates into a single, tailored approach for each client: quantitative screens narrow the investable universe to a shortlist of candidates, and portfolio managers apply qualitative judgment to buy and sell. BCM implements equity, fixed‑income, and ETF models and determines allocations using a risk‑tolerance questionnaire and client interviews.

BCM sends a complimentary quarterly newsletter to clients summarizing market views and recent trading, and it offers goal‑based financial planning without a separate charge beyond its advisory fee. For a three‑advisor firm managing under $200 million, its mix of uncommon institutional client types, unusually broad internal strategy library, use of tools to manage noncustodied accounts, and the presence of an affiliated registered representative’s structured‑settlement activities that can generate advisory relationships are among the more distinctive operational features.

Client services

Financial planning Portfolio management Newsletters or periodicals

Expertise

Wealth management Cash flow / budgeting College savings (529s, UTMA, etc.)

Fee options

Percentage

$0 - $1,000,000: Up to 1.5% annually $1,000,000 - $10,000,000: Negotiable, up to 1.5% annually $10,000,000+: Up to 1.0% annually

Other

Account minimum: $100,000

Main office location

Barden Capital Management, Inc.

Austin TX, United States

Number of offices

1

Most active in

More info

Arizona · California · Colorado · Kansas · Nebraska · Texas

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 512-366-8081

Advisors at this firm

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user avatar

Douglas A

CFP®, Series 65

Austin, TX

Barden Capital Management, Inc.

Douglas Arnest is a Certified Financial Planner (CFP®) with 13 years of industry experience. He is currently with Barden Capital Management, Inc. in Austin, TX, and has worked at 360 Financial, LLC since 2014, where he also serves as founder and CEO. Outside of his advisory role, he is involved with Delta Settlements as a settlement planner, providing planning services related to structured settlement annuities. Barden Capital Management offers investment advice and portfolio management to individuals, trusts, and various institutional clients, including sovereign wealth funds and municipal governments. The firm employs a tailored investment process that integrates quantitative screening with qualitative judgment across equity, fixed-income, and ETF models.

Wealth management Cash flow / budgeting College savings (529s, UTMA, etc.)
user avatar

Ryan B

Series 63, Series 65

Austin, TX

Barden Capital Management, Inc.

Ryan Barden is a financial advisor at Barden Capital Management, Inc. in Austin, TX, holding Series 63 and Series 65 licenses with 15 years of industry experience. He has been with Barden Capital Management since 2006. Barden Capital Management provides investment advice and portfolio management to individuals, trusts, and a diverse range of institutional clients, including sovereign wealth funds and state governments. The firm uses a tailored investment process combining quantitative screening with qualitative judgment across equity, fixed-income, and ETF models.

Wealth management Cash flow / budgeting College savings (529s, UTMA, etc.)
user avatar

Eric B

CFA®, Series 63, Series 65

Austin, TX

Barden Capital Management, Inc.

Eric Barden is a CFA® charterholder with 19 years of industry experience. He has been with Barden Capital Management, Inc. in Austin, TX since 2006. The firm provides investment advice and portfolio management to individuals, trusts, and a variety of institutional clients, including sovereign wealth funds and state and municipal governments. Barden Capital Management combines quantitative screening with qualitative judgment to tailor investment strategies across equity, fixed-income, and ETF models.

Wealth management Cash flow / budgeting College savings (529s, UTMA, etc.)
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