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Indiana, PA 15701
724-541-4849
Personalized Wealth and Asset Management
About Barnwood Capital LLC
The bottom line? You are first! At Barnwood Capital, we work diligently to help meet your financial needs and expectations. Our independence (our owners are our employees) allows us to focus on helping you achieve your financial goals (we have nothing to sell other than service) and, in doing so, we seek to build and retain the long-term relationships that clients seek.
See Disclosures
General Information
Firm Start Year
2024
No. of Employees
1
CRD#
1875697
Firm CRD#
283816
Name of Custodial Firm
Fidelity
Years of Experience in Financial Services
37
Number of Years with Current Firm
1
Work Experience
Malcolm has held leadership positions with many financial services organizations including Stewart Capital Advisors LLC, S&T Wealth Management, Marquette Trust Company, Marquette Advisory Services, and West Bank. He received a BBA in finance from Iowa State University. He holds the Chartered Financial Analyst® designation and is a member and past president of the CFA Society of Pittsburgh. Malcolm has served as adjunct faculty at the Eberly College of Business and Technology at the Indiana University of Pennsylvania.
Work with the following types of clients
Investment Clubs, Businesses, Non-Profit Organizations, Individual Investors
Advisory Services Provided
401K Rollovers, Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Wealth Management, Money Management, Financial Planning for Individuals, Financial Planning for Businesses, Retirement Planning
Services
Investment Types
Stocks, Bonds, Mutual Funds, Alternative Investments, Socially Responsible Investments (SRI)
Can meet clients in the following ways
Your Office, Your Home, Video Conference
Compliance
Registered Investment Advisor
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CFA®
Firm Information
Firm's Number of Clients
25
Firm's Number of Managed Clients
25
Assets Managed by Firm
4,343,358
Advisor's Number of Clients
25
Advisor's Number of Managed Clients
25
Advisor's Number of Planning Clients
9
Assets Managed by Advisor
$4.34 million
Compensation and Fees
Fee Structure
Fee-Only
Compensation Methods
Based on Assets
Fee % Based on Assets
1%
Additional Details on Charges
Fees are based solely on assets under management.
Education
Bachelor of Business Administration - Finance
Iowa State University
08/25/1980 -12/20/1985
Disclosures
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Additional Detailed Disclosures
https://www.retirementplanning.net/disclosure/1893101/retirementplanning-Barnwood-Capital-LLC-detailed-disclosure.html
Disclaimer
Investment advice offered through Stratos Wealth Advisors, LLC, a registered investment advisor.