The linked documents below are items which are unique to Barnes Investment Advisory, Inc. You may wish you review them, as they change yearly.


Important Disclosures

Privacy Policy

Proxy Voting

Schwab Documents

Here are some documents that Schwab recommends:

Schwab Security

Schwab's Corporate Fact Sheet

Central Registration Depository

Federal securities laws require investment advisers to be registered, and to disclose important information. The Central Registration Depository (CRD) is a computerized database that contains information about investment advisors and their representatives. For instance, information at the CRD will verify if your investment advisor is properly licensed in your state and if they have had disciplinary problems with regulators or received complaints from investors. You will also find information about educational backgrounds and where they have worked before their current jobs.

To access the CRD, click here: Central Registration Depository