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James Brinton Detwiler

Barnstone Advisors LLC

Phoenixville, PA

CRD 5374270

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Employer firm

Barnstone Advisors LLC CRD 144511

$241M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Barnstone Advisors Llc

388 W. Pothouse Road Suite A, Phoenixville, PA 19460 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2021-06-09
PA RA APPROVED 2007-09-17
  • GA RA
    APPROVED
    Since 2021-06-09
  • PA RA
    APPROVED
    Since 2007-09-17

Branch Locations

388 W. Pothouse Road, Phoenixville, PA 19460 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Barnstone Partners, Lp Phoenixville PA 06/2002 Present
  • 06/2002 → Present
    Barnstone Partners, Lp
    Phoenixville, PA
Other Businesses

I AM 99% LIMITED PARTNER IN BARNSTONE PARTNERS L.P. - A REAL ESTATE PARTNERSHIP FORMED TO HOLD THE PROPERTY IN PA. ( 388 W.POTHOUSE RD., PHOENIXVILLE, PA. 19460). IT IS NOT INVESTMENT RELATED AND WAS FORMED PRIMARILY TO OPTIMIZE THE TREATMENT OF TAX AND LIABILITY ISSUES ASSOCIATED WITH HOLDING COMMERCIAL PROPERTY. I MAKE THE MAJOR MANAGEMENT DECISIONS ASSOCIATED WITH THE PROPERTY BUT THE TIME DEVOTED TO THIS VENTURE IS MINIMAL ( 5 HOURS/MONTH). I HAVE BEEN INVOLVED IN THIS CAPACITY SINCE THE START OF THE ENTITY IN JUNE OF 2002. I also own 60% of 1824 Preservation Inc. which is a corporation formed for the sole purpose of owning the remaining 1% of Barnstone Partners. All the same facts pertain to this holding as to Barnstone Partners.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-05-21
  • S65 Uniform Investment Adviser Law Examination
    2007-05-21
Other Names
  • Brint Detwiler
  • J Brinton Detwiler

View on SEC IAPD

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