Barnes, Bonner, Castles (Houston)

Barnes, Bonner, Castles is a large advisory firm based in Houston. It manages $300.84 million of regulatory assets for 446 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Arizona, California, Florida, and 9 other states.

Barnes, Bonner, Castles provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Barnes, Bonner, Castles: assets under management

The assets under management (AUM) of Barnes, Bonner, Castles is $300.84 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 772% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $300.84 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $674.54 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Barnes, Bonner, Castles for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Barnes, Bonner, Castles

Bonner Castles Barnes has been acting as President since 1 Oct 1999. John Patrick Schloegel joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Bonner Castles Barnes	President	1 Oct 1999	75% - 100%	717481
John Patrick Schloegel	Chief compliance officer	1 Jan 2012	Other	2227362
Bonner Castles Barnes	Managing member	1 May 2012	75% - 100%	717481

Based in Houston

The principal office where Barnes, Bonner, Castles performs its advisory services is located at 8955 Katy Freeway, Houston, TX 77024 1626, which is also the mailing address of the firm. An additional office of the firm is in Austin, TX. It doesn’t run an office outside of the United States.