BARTLEY FINANCIAL ADVISORS, LLC
CRD #124293 SEC #801-121433 BEDFORD, NH 603-625-9900
SEC Registered
Total AUM
$140M
Discretionary
$113.2M
Employees
3
Clients
51
Accounts
597
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Massachusetts
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 3, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BARTLEY, KAITLYN, MARIE | I | MEMBER | NA | |
| BARTLEY, KAITLYN, MARIE | I | MEMBER | NA | |
| BARTLEY, KAITLYN, MARIE | I | MEMBER | NA | |
| BARTLEY, KAITLYN, MARIE | I | MEMBER | NA | |
| BARTLEY, ROBERT, CHARLES | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BARTLEY, ROBERT, CHARLES | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BARTLEY, ROBERT, CHARLES | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BARTLEY, ROBERT, CHARLES | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BARTLEY, ROBERT, CHARLES | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BARTLEY, ROBERT, CHARLES | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BARTLEY, ROBERT, CHARLES | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BARTLEY, ROBERT, CHARLES | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BARTLEY, ROBERT, CHARLES | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BARTLEY, ROBERT, CHARLES | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| ROBERT C. BARTLEY TRUST | DE | MEMBER | E | Control |
| ROBERT C. BARTLEY TRUST | DE | MEMBER | E | Control |
| ROBERT C. BARTLEY TRUST | DE | MEMBER | E | Control |
| ROBERT C. BARTLEY TRUST | DE | MEMBER | E | Control |
| ROBERT C. BARTLEY TRUST | DE | MEMBER | E | Control |
| ROBERT C. BARTLEY TRUST | DE | MEMBER | E | Control |
| ROBERT C. BARTLEY TRUST | DE | MEMBER | E | Control |
| ROBERT C. BARTLEY TRUST | DE | MEMBER | E | Control |
| ROBERT C. BARTLEY TRUST | DE | MEMBER | E | Control |
| ROBERT C. BARTLEY TRUST | DE | MEMBER | E | Control |
| SRKMKS INVESTMENT, LLC | DE | MEMBER | B | |
| SRKMKS INVESTMENT, LLC | DE | MEMBER | B | |
| SRKMKS INVESTMENT, LLC | DE | MEMBER | B | |
| SRKMKS INVESTMENT, LLC | DE | MEMBER | B | |
| SRKMKS INVESTMENT, LLC | DE | MEMBER | B | |
| SRKMKS INVESTMENT, LLC | DE | MEMBER | B |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BARTLEY, ROBERT, CHARLES | I | ROBERT C. BARTLEY TRUST | F | Control |
| BARTLEY, ROBERT, CHARLES | I | ROBERT C. BARTLEY TRUST | F | Control |
| BARTLEY, ROBERT, CHARLES | I | ROBERT C. BARTLEY TRUST | F | Control |
| BARTLEY, ROBERT, CHARLES | I | ROBERT C. BARTLEY TRUST | F | Control |
| BARTLEY, ROBERT, CHARLES | I | ROBERT C. BARTLEY TRUST | F | Control |
| BARTLEY, ROBERT, CHARLES | I | ROBERT C. BARTLEY TRUST | F | Control |
| BARTLEY, ROBERT, CHARLES | I | ROBERT C. BARTLEY TRUST | F | Control |
| BARTLEY, KAITLYN, MARIE | I | SRKMKS INVESTMENT, LLC | C | Control |
| BARTLEY, KAITLYN, MARIE | I | SRKMKS INVESTMENT, LLC | C | Control |
| BARTLEY, KAITLYN, MARIE | I | SRKMKS INVESTMENT, LLC | C | Control |
| BARTLEY, KEIRRA, SHAE | I | SRKMKS INVESTMENT, LLC | C | Control |
| BARTLEY, KEIRRA, SHAE | I | SRKMKS INVESTMENT, LLC | C | Control |
| BARTLEY, KEIRRA, SHAE | I | SRKMKS INVESTMENT, LLC | C | Control |
| BARTLEY, SHANE, ROBERT | I | SRKMKS INVESTMENT, LLC | C | Control |
| BARTLEY, SHANE, ROBERT | I | SRKMKS INVESTMENT, LLC | C | Control |
| BARTLEY, SHANE, ROBERT | I | SRKMKS INVESTMENT, LLC | C | Control |
Registrations
Federal
IA
Nov 3, 2025 REGISTERED
Notice Filings (5)
AZ FL MA NH NY
Address
169 SOUTH RIVER ROADSUITE 17
BEDFORD, NH 03110
United States
Phone: 603-625-9900