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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

BARNSTONE ADVISORS LLC

CRD 144511

PHOENIXVILLE, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:dd54a801-c050-8cd8-c7ad-87df17323f14

Data as of Jan 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:46 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Mar 29, 2012 to Jan 27, 2026
17 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.93 fund_share=0.0 institutional_share=0.07 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $241MItem 5.F on the latest filing (2026-01-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $241M
Private client RAUM: $223MderivedItem 5.D individuals plus high net worth individuals
Private client share: 93%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $80.4Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 4
Advisory employees: 3
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 288
Individual clients: 57
High net worth clients: 33
SEC number: 801-112449
CRD: 144511
Filings on the tape: 17
First filed: Mar 29, 2012
Latest filed: Jan 27, 2026
Organised: Limited Liability Company, DE
Website: barnstoneadvisors.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JAMES BRINTON DETWILER	n/a	PHOENIXVILLE, PA	19	24	n/a	no
PATRICIA MARKELL MCHUGH	Certified Financial Planner	PHOENIXVILLE, PA	5	24	2	no
John Aneser	n/a	PHOENIXVILLE, PA	1	11	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
DETWILER, JAMES, BRINTON	PRESIDENT/CHIEF COMPLIANCE OFFICER	E	yes	04/2007	Mar 29, 2012	Mar 13, 2024
ERICKSON, ERIC, GEORGE	Director	A	no	09/2023	Mar 13, 2024	Mar 13, 2024
MCHUGH, PATRICIA, MARKELL	SENIOR PORTFOLIO MANAGER	B	no	09/2023	Mar 13, 2024	Mar 13, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 9 of 10

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Jan 27, 2026	$241M	$241M	4	3	1	n/a	n/a
2024	Apr 9, 2025	$215M	$215M	4	3	1	n/a	n/a
2023	Mar 13, 2024	$178M	$178M	3	2	1	n/a	n/a
2022	Feb 6, 2023	$150M	$150M	3	2	1	n/a	n/a
2021	Feb 14, 2022	$164M	$164M	3	2	1	n/a	n/a
2020	Jan 26, 2021	$168M	$168M	2	1	0	n/a	n/a
2019	Mar 5, 2020	$129M	$129M	3	1	0	n/a	n/a
2018	Feb 6, 2019	$106M	$106M	3	1	0	n/a	n/a
2011	Mar 29, 2012	$56.5M	$56.5M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$241M	$215M	12.3%	$150M	17.2%	4	4	1	1

Relationships

Registered with (3)

← John AneserAdvisorregistration: current employment
Apr 2, 2025 to presentfactForm ADV
← PATRICIA MARKELL MCHUGHAdvisorregistration: current employment
Mar 26, 2021 to presentfactForm ADV
← JAMES BRINTON DETWILERAdvisorregistration: current employment
Sep 17, 2007 to presentfactForm ADV

Owns (2)

← MCHUGH, PATRICIA, MARKELLOwnerSENIOR PORTFOLIO MANAGER, ownership code B, individual
Mar 13, 2024 to Mar 13, 2024factForm ADV
← ERICKSON, ERIC, GEORGEOwnerDIRECTOR, ownership code A, individual
Mar 13, 2024 to Mar 13, 2024factForm ADV

Controls (1)

← DETWILER, JAMES, BRINTONOwnerPRESIDENT/CHIEF COMPLIANCE OFFICER, ownership code E, individual
Mar 29, 2012 to Mar 13, 2024factForm ADV

Dated events

Occurred
Jan 15, 2018
First Form ADV filing
Barnstone Advisors Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:dd54a801-c050-8cd8-c7ad-87df17323f14
First observed: Mar 29, 2012
Last observed: Jan 27, 2026 7 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BARNSTONE ADVISORS LLC

CRD 144511

PHOENIXVILLE, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:dd54a801-c050-8cd8-c7ad-87df17323f14

Data as of Jan 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:46 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JAMES BRINTON DETWILER

n/a

PHOENIXVILLE, PA

n/a

PATRICIA MARKELL MCHUGH

Certified Financial Planner

PHOENIXVILLE, PA

John Aneser

n/a

PHOENIXVILLE, PA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DETWILER, JAMES, BRINTON

PRESIDENT/CHIEF COMPLIANCE OFFICER

yes

04/2007

Mar 29, 2012

Mar 13, 2024

ERICKSON, ERIC, GEORGE

Director

09/2023

Mar 13, 2024

MCHUGH, PATRICIA, MARKELL

SENIOR PORTFOLIO MANAGER

09/2023

Mar 13, 2024

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Jan 27, 2026

$241M

n/a

2024

Apr 9, 2025

$215M

n/a

2023

Mar 13, 2024

$178M

n/a

2022

Feb 6, 2023

$150M

n/a

2021

Feb 14, 2022

$164M

n/a

2020

Jan 26, 2021

$168M

n/a

2019

Mar 5, 2020

$129M

n/a

2018

Feb 6, 2019

$106M

n/a

2011

Mar 29, 2012

$56.5M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$241M

$215M

12.3%

$150M

17.2%