Robert Barth
Investment adviser representative at Aventine Financial Group
10 yearsExperience
1 stateRegistered in
$153.1MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Aventine Financial GroupJun 2022 to now
- Rsm US LLPOct 2016 to Jun 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (PA).
Aventine Financial Group
Legal name: Aventine Financial Group LLC
$153.1MAssets managed
133Clients
3Advisers
1 yearIn 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
- 7722502
- Firm CRD
- 292390