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.
Barrow Hanley Global Investors
Dallas, TX
Barrow, Hanley, Mewhinney & Strauss, LLC, CRD 105519
Firm filing updated March 26, 2026 ·
- $59BAssets
- 43Advisory staff
- 272Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Performance-based feesYes
- Hourly chargesNo
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- OtherNo
Who the firm serves
- Pension and profit sharing plans41
- State or municipal government entities (including government pension plans)36
- Charities27
- Investment companies18
- Corporations or other businesses18
- and 1 more7
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| High net worth individuals | Fewer than 5 clients | $6.3 million |
| Investment companies | 18 | $21.2 billion |
| Pooled investment vehicles (other than investment companies and business development companies) | 7 | $2.9 billion |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 41 | $7.8 billion |
| Charitable organizations | 27 | $1.6 billion |
| State or municipal government entities (including government pension plans) | 36 | $15.8 billion |
| Other investment advisors | Fewer than 5 clients | $1.4 billion |
| Insurance companies | Fewer than 5 clients | $391.4 million |
| Corporations or other businesses not listed above | 18 | $7.9 billion |
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
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles (other than investment companies)
See all 5 services
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisors (including private fund managers)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisors (including private fund managers)
Assets and accounts
- Regulatory assets$59.0 billion
- Accounts272
- Discretionary$52.4 billion · 253 accounts
- Non-discretionary$6.6 billion · 19 accounts
People
- Employees94
- Advisory staff43
- Broker-dealer reps6
- Licensed insurance agents0
- Planning clients0
Advisors
12 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Barrow, Hanley, Mewhinney & Strauss, LLC SEC-registered investment advisor. CRD 105519, SEC file 801-31237.
- Registered with the SEC as an investment advisor (status date on record: December 31, 1987).
Is Barrow Hanley Global Investors a fiduciary?
Short answer: Barrow Hanley Global Investors is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: 6 staff are broker-dealer representatives. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
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.