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Alexander Barned

32 Years of Experience
1 DisclosureSells Insurance

Alexander Barned is a registered investment advisor at Absolute Capital Management, LLC, based in St. Augustine, FL, with 32 years of industry experience. Alexander operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,838 clients with $550M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
1,838 clients
Average Client Portfolio
$301K average
Assets Under Management
$554.0M

Fee Structure

Minimum Investment:$30K
Investment management only (planning not offered)

Absolute Capital charges a percentage-based fee for managing your investments. The maximum annual fee is 2.00%, assessed quarterly. The fee is negotiable for accounts totaling more than $1,000,000 per household or other factors. The fees charged are separate from and in addition to the fees and expenses charged by the mutual funds, ETFs, ETNs, variable annuities, other securities, retirement plan and/or the custodian of your account.

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Location

St. Augustine, FL

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History

Regulatory History (1)
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Customer Dispute
August 2007
Settled
Other Business ActivitiesSells Insurance

Alexander owns a timeshare rental property since 2011 and is the owner of Creative Income Strategies, a general insurance agency, selling fixed insurance products since 2015. He also owns College Process Consultants, LLC, a college admissions consulting association, since 2023; each of these activities requires minimal time.

Employment History
Current Registrations
Absolute Capital Management, LLC
January 2019 - Present · 7 yrs 3 mos
Previous Registrations
Hanlon Investment Management, INC.
April 2017 - December 2018 · 1 yr 8 mos
Northern Lights Distributors, LLCBroker
March 2017 - August 2022 · 5 yrs 5 mos
Cetera Advisor Networks LLC
July 2014 - December 2016 · 2 yrs 5 mos
Cetera Advisor Networks LLC
January 2014 - June 2014 · 5 mos
Cetera Advisor Networks LLCBroker
August 2013 - December 2016 · 3 yrs 4 mos
Questar Capital CorporationBroker
October 2009 - June 2013 · 3 yrs 8 mos
Wells Fargo Advisors, LLCBroker
September 2009 - October 2009 · 1 mo
UBS Financial Services INC.Broker
September 2003 - October 2009 · 6 yrs 1 mo
Citigroup Global Markets INC.Broker
November 1993 - September 2003 · 9 yrs 10 mos
Lehman Brothers INC.Broker
May 1992 - January 1993 · 8 mos
Wall Street Investment CorporationBroker
February 1992 - January 1993 · 11 mos
State Registrations2 states
FLPA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.