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| Barnes Dennig Private Wealth Management LLC
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| CRD # | 328496 |
| SEC # | 801-130851 |
| CIK # | 0002058270 |
| AUM | 188.2 M (2026-03-24) |
| Employees | 7 (43% Investors, 0% Brokers) |
| Phone | 513-241-8313 |
| Address | 150 East 4th Street Cincinnati, OH 45202 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002058270 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Applied Materials Inc /DE | 13.1 | ||
| Marvell Technology Inc | 6.6 | ||
| Alphabet Inc | 5.6 | ||
| BorgWarner Inc | 5.5 | ||
| Apple Inc | 4.9 | ||
| Amgen Inc | 4.1 | ||
| Schwab Charles Corp | 3.5 | ||
| Medtronic Holdings Ltd | 3.1 | ||
| iShares Silver Trust | 3.0 | ||
| Caterpillar Inc | 3.0 | ||
| on Semiconductor Corp | 2.9 | ||
| PepsiCo Inc | 2.5 | ||
| Deere & Co | 2.1 | ||
| CVS Caremark Corp | 2.0 | ||
| Zimmer Holdings Inc | 1.6 | ||
| Microsoft Corp | 1.4 | ||
| Visa Inc | 1.4 | ||
| Discovery Communications Inc | 1.3 | ||
| Amazon Com Inc | 1.1 | ||
| Nucor Corp | 1.1 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 185 | 119.9 |
| (b) Individuals (high net worth individuals) | 6 | 63.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 4.6 |
| (n) Other | 0 | 0.0 |
| Total | 419 | 188.2 |
| By Discretionary | ||
| Discretionary | 383 | 183.3 |
| Non-Discretionary | 36 | 4.9 |
| Total | 419 | 188.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 188.2 | |
| Total | 419 | 188.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002058270] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
RJP Investment Advisors LLP
✚
|
IN | 188.7 M |
|
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NM | 188.3 M |
|
The Westchester Group LLC
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187.9 M | |
|
Liftpoint Family Wealth Advisors LLC
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|
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|
Redstone Wealth Management LLC
✚
|
OK | 187.7 M |