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Thomas Barton Capital Group, LLC (Pittsburgh)


Thomas Barton Capital Group, LLC is a large advisory firm based in Pittsburgh. It manages $668.51 million of regulatory assets for 12 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of Pennsylvania.




Thomas Barton Capital Group provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Thomas Barton Capital Group: assets under management

The assets under management (AUM) of Thomas Barton Capital Group, LLC is $668.51 million. The company doesn't manage any assets belonging to foreign clients.


The firm manages $102.34 million in discretionary accounts and $566.17 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $12.79 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $141.54 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Thomas Barton Capital Group, LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Pittsburgh

The principal office where Thomas Barton Capital Group, LLC performs its advisory services is located at 110 Roessler Rd, Pittsburgh, PA 15220, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 412-341-2349 or by fax 412-341-2542. The normal business hours are 9:00 a.m. to 5:30 p.m. on Monday - Friday.


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