Bare Financial Services Inc.
- Regulatory AUM
- $662M
- Discretionary
- $641M
- Clients
- 841
- Avg AUM / client
- $787K
- Accounts
- 2,815
- Employees
- 19
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 17, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 573 | $219M | 33.0% |
| High net worth individuals | 240 | $406M | 61.3% |
| Pension and profit sharing plans | 14 | $16.5M | 2.5% |
| Charitable organizations | 8 | $7.2M | 1.09% |
| Corporations and other businesses | 6 | $14.1M | 2.13% |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Curtis Mark Burkholder | Co Founder And Chief Compliance Officer | Oct 2023 (3y) | 10% – 25% | |
| Ronald Dean Bare | Co Founder | CFP | Oct 2023 (3y) | 75% or more |
| Alexandre S Costa | Registered representative | Oct 2023 (3y) | ||
| Adam David Black | Registered representative | CFP | Oct 2023 (3y) | |
| Clair Lamar King | Registered representative | Oct 2023 (3y) | ||
| James Gregory Wahlberg | Registered representative | Oct 2023 (3y) | ||
| Ryan Matthew Kurtz | Registered representative | Oct 2023 (3y) | ||
| Kurtis M Eby | Registered representative | Nov 2024 (2y) | ||
| David Lon Denlinger | Registered representative | Jan 2026 (1y) | ||
| Adam Sweigart | Registered representative | Jul 2026 (0y) |
Undisclosed: 0% – 15% 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) | 07/17/2026 | 902 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $460M (70% of AUM) Jul 2026
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: Jul 17, 2026.
View current Form ADV (SEC/IAPD) ↗