Barwick & Partners, Inc.
- Regulatory AUM
- $2.8B
- Discretionary
- $2.8B
- Clients
- 360
- Avg AUM / client
- $7.7M
- Accounts
- 360
- Employees
- 2
AUM over time
Annual snapshots from Form ADV filings · as of Feb 04, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 218 | $950M | 34.3% |
| Charitable organizations | 10 | $426M | 15.4% |
| Corporations and other businesses | 132 | $1.4B | 50.3% |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jonathan Andrew Barwick | President & Cco | Chartered Financial Consultant | Jun 2015 (11y) | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/04/2026 | 973 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $2.2B (79% of AUM) Feb 2026
- National Financial Services (Fidelity) $484M (17% of AUM) Feb 2026
- Washington Trust $60.9M (3% of AUM) Apr 2021
- U.S. Bank $49.2M (2% of AUM) Apr 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 04, 2026.
View current Form ADV (SEC/IAPD) ↗