MERRYFIELD BARNES, LLC

CRD 159862File 801-72949

APPROVED

Retail clients

Custody

Filing as of Mar 20, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$124.2M

Bottom 25% of cohort (national)

Discretionary AUM

$123.2M

Non-discretionary $1.0M

Clients

200

476 accounts

Employees

Bottom 25% of cohort in NY

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: NYRO
Registration date: Dec 13, 2011
Principal office: 202 EAST STATE STREET, SUITE 301, ITHACA, NY, 14850
Phone: (607) 882-9988
Website: HTTP://WWW.MERRYFIELDBARNES.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $124.2M
Discretionary AUM: $123.2M
Non-discretionary AUM: $1.0M
Discretionary accounts: 475
Non-discretionary accounts: 1
Total accounts: 476
AUM per client: $621K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$175K
Charitable organizations	Fewer than 5	$1.3M
High net worth individuals	40	$91.5M
Pension and profit sharing plans	Fewer than 5	$4.4M
Individuals (other than high net worth individuals)	160	$26.9M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.