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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

BARTLEY FINANCIAL ADVISORS, LLC

CRD 124293

BEDFORD, NH

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:f7cf7aef-de27-57e1-a859-d0d71ac6961a

Data as of Jul 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:24 PM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 3
On other graphs: 0
Observed: May 7, 2021 to Jul 10, 2026
12 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=0.94 fund_share=0.0 institutional_share=0.06 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $152MItem 5.F on the latest filing (2026-07-10); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $126M
Private client RAUM: $142MderivedItem 5.D individuals plus high net worth individuals
Private client share: 94%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $75.8Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 5
Advisory employees: 1
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 497
Individual clients: 52
High net worth clients: 46
Custody, client assets: $13.1M
SEC number: 801-121433
CRD: 124293
Filings on the tape: 12
First filed: May 7, 2021
Latest filed: Jul 10, 2026
Organised: Limited Liability Company, MA
Website: truthsocial.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
ROBERT CHARLES BARTLEY	Certified Financial Planner	North Andover, MA \| BEDFORD, NH	25	29	n/a	no
Daisia Marie McCrae	n/a	White Plains, MD \| BEDFORD, NH	0	11	1	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
BARTLEY, KAITLYN, MARIE	Member	C	yes	06/2022	May 7, 2021	Mar 6, 2024
BARTLEY, KEIRRA, SHAE	Member	C	yes	06/2022	Mar 22, 2023	Mar 6, 2024
BARTLEY, ROBERT, CHARLES	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	E	yes	09/2000	May 7, 2021	Mar 6, 2024
BARTLEY, ROBERT, CHARLES	Trustee	F	yes	05/2010	May 7, 2021	Mar 6, 2024
BARTLEY, SHANE, ROBERT	Member	C	yes	06/2022	Mar 22, 2023	Mar 6, 2024
ROBERT C. BARTLEY TRUST	Member	E	yes	05/2018	May 7, 2021	Mar 6, 2024
SRKMKS INVESTMENT, LLC	Member	B	no	06/2022	Mar 22, 2023	Mar 6, 2024

Offices

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

City	State	Country	Employees	Also broker-dealer
Andover	Ma	United States	1	no
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 5 of 6

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 19, 2026	$152M	$126M	5	1	1	n/a	n/a
2024	Mar 17, 2025	$140M	$113M	3	1	1	n/a	n/a
2023	Mar 6, 2024	$128M	$106M	4	2	2	n/a	n/a
2022	Mar 22, 2023	$116M	$94.6M	3	1	1	n/a	n/a
2021	Feb 18, 2022	$114M	$105M	4	1	1	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
1	0	1	0.0%	1	0	0	1	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	$152M	$140M	8.3%	$116M	9.3%	5	3	2	1

Relationships

Registered with (4)

← Daisia Marie McCraeAdvisorregistration: current employment
Jul 10, 2026 to presentfactForm ADV
← ROBERT CHARLES BARTLEYAdvisorregistration: current employment
Oct 13, 2000 to presentfactForm ADV
← THOMAS HENRY CRAFTAdvisorregistration: previous registration
Aug 25, 2016 to Sep 20, 2016factForm ADV
← JESSICA LYNN KREGERAdvisorregistration: previous registration
Jan 12, 2015 to Jul 4, 2016factForm ADV

Controls (5)

← BARTLEY, ROBERT, CHARLESOwnerTRUSTEE, ownership code F, individual
May 7, 2021 to Mar 6, 2024factForm ADV
← BARTLEY, KAITLYN, MARIEOwnerMEMBER, ownership code C, individual
May 7, 2021 to Mar 6, 2024factForm ADV
← BARTLEY, SHANE, ROBERTOwnerMEMBER, ownership code C, individual
Mar 22, 2023 to Mar 6, 2024factForm ADV
← BARTLEY, KEIRRA, SHAEOwnerMEMBER, ownership code C, individual
Mar 22, 2023 to Mar 6, 2024factForm ADV
← ROBERT C. BARTLEY TRUSTOwnerMEMBER, ownership code E, domestic entity
May 7, 2021 to Mar 6, 2024factForm ADV

Owns (1)

← SRKMKS INVESTMENT, LLCOwnerMEMBER, ownership code B, domestic entity
Mar 22, 2023 to Mar 6, 2024factForm ADV

Dated events

Occurred
Mar 22, 2023
Control person joined
Robert Shane Bartley (Member) appeared on Schedule A of Bartley Financial Advisors, Llc
Form ADVobserved 4 days ago
Occurred
Mar 22, 2023
Control person joined
Shae Keirra Bartley (Member) appeared on Schedule A of Bartley Financial Advisors, Llc
Form ADVobserved 4 days ago
Occurred
May 7, 2021
First Form ADV filing
Bartley Financial Advisors, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f7cf7aef-de27-57e1-a859-d0d71ac6961a
First observed: May 7, 2021
Last observed: Jul 10, 2026 2 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.

BARTLEY FINANCIAL ADVISORS, LLC

CRD 124293

BEDFORD, NH

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:f7cf7aef-de27-57e1-a859-d0d71ac6961a

Data as of Jul 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:24 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ROBERT CHARLES BARTLEY

Certified Financial Planner

North Andover, MA | BEDFORD, NH

n/a

Daisia Marie McCrae

n/a

White Plains, MD | BEDFORD, NH

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BARTLEY, KAITLYN, MARIE

Member

yes

06/2022

May 7, 2021

Mar 6, 2024

BARTLEY, KEIRRA, SHAE

Member

yes

06/2022

Mar 22, 2023

Mar 6, 2024

BARTLEY, ROBERT, CHARLES

MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER

yes

09/2000

May 7, 2021

Mar 6, 2024

BARTLEY, ROBERT, CHARLES

Trustee

yes

05/2010

May 7, 2021

Mar 6, 2024

BARTLEY, SHANE, ROBERT

Member

yes

06/2022

Mar 22, 2023

Mar 6, 2024

ROBERT C. BARTLEY TRUST

Member

yes

05/2018

May 7, 2021

Mar 6, 2024

SRKMKS INVESTMENT, LLC

Member

06/2022

Mar 22, 2023

Mar 6, 2024

City

State

Country

Employees

Also broker-dealer

Andover

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 19, 2026

$152M

$126M

n/a

2024

Mar 17, 2025

$140M

$113M

n/a

2023

Mar 6, 2024

$128M

$106M

n/a

2022

Mar 22, 2023

$116M

$94.6M

n/a

2021

Feb 18, 2022

$114M

$105M

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

$152M

$140M

8.3%

$116M

9.3%