SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Barnes Dennig Private Wealth Management, LLC
Cincinnati, OH
CRD 328496
Firm filing updated March 24, 2026 ·
- $188.2MAssets
- 198Clients
- 3Advisory staff
- 419Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesNo
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals185
- Corporations or other businesses7
- High net worth individuals6
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 185 | $119.9 million |
| High net worth individuals | 6 | $63.7 million |
| Corporations or other businesses not listed above | 7 | $4.6 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisors (including private fund managers)
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisors (including private fund managers)
Assets and accounts
- Regulatory assets$188.2 million
- Accounts419
- Discretionary$183.3 million · 383 accounts
- Non-discretionary$4.9 million · 36 accounts
People
- Employees7
- Advisory staff3
- Broker-dealer reps0
- Licensed insurance agents0
Advisors
1 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 328496, SEC file 801-130851.
- Registered with the SEC as an investment advisor (status date on record: July 31, 2024).
Is Barnes Dennig Private Wealth Management, LLC a fiduciary?
Short answer: Barnes Dennig Private Wealth Management, LLC is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.