Daniel Allen Barnes
Investment adviser representative at Strait & Sound
20 yearsExperience
3 statesRegistered in
CFADesignation
$333.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
20 years in the industry.
- Uncommon Counsel LLCAug 2026 to now
- Strait & SoundSep 2020 to now
- Strait & Sound Wealth Management LLCMar 2020 to now
- Barnes Capital, Inc.Jul 2013 to Feb 2021
- Rb Capital Management, LLCOct 2006 to Dec 2021
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 3 states (CA, TX, WA).
Strait & Sound
Legal name: Strait & Sound Wealth Management LLC
$333.7MAssets managed
243Clients
8Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5143840
- Firm CRD
- 309306