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BARWICK & PARTNERS, INC.
CRD 174336File 801-100460
APPROVED
Retail clients
Custody
Filing as of Feb 4, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.77B
Top 25% of cohort (national)
Discretionary AUM
$2.77B
Clients
360
360 accounts
Employees
2
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Jul 2, 2015
- Principal office
- Not reported
- Phone
- 206-547-5000
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.77B
- Discretionary AUM
- $2.77B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 360
- Non-discretionary accounts
- 0
- Total accounts
- 360
- AUM per client
- $7.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 132 | $1.39B |
| Charitable organizations | 10 | $426.3M |
| High net worth individuals | 218 | $950.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Clients | 385 | 360 | decreased by25 |
| Mar 1, 2026 | AUM | $2,584,884,934 | $2,769,760,744 | increased by$184,875,810 |
| Mar 1, 2026 | Accounts | 385 | 360 | decreased by25 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 370 | 385 | increased by15 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,535,351,712 | $2,584,884,934 | increased by$49,533,222 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 370 | 385 | increased by15 |
| Apr 1, 2022 | Clients | 372 | 370 | decreased by2 |
| Apr 1, 2022 | AUM | $2,076,410,758 | $2,535,351,712 | increased by$458,940,954 |
| Apr 1, 2022 | Accounts | 372 | 370 | decreased by2 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BARWICK PARTNERS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BARWICK PARTNERS” may also match similarly-named firms). Confirm identity against each filing.
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.