Barry Craine
Black Card Circle · Sherman Oaks, California
Barry Craine is a fee-only financial advisor at Black Card Circle in Sherman Oaks, California. Black Card Circle reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Black Card Circle |
|---|---|
| Based in | Sherman Oaks, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $98.3M across 470 accounts |
| SEC registration | Investment adviser representative in CA · CRD 4831213 |
| Exams passed | Series 66 (2005) |
| Firm size | 7 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.blackcardcircleria.com |
How Barry's firm compares
- Black Card Circle's average account is about $209,000, from its Form ADV (assets managed divided by 470 accounts).
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Questions about Barry
Is Barry Craine a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Barry holds no broker registration, and Black Card Circle reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Barry charge for financial advice?
Barry's firm, Black Card Circle, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Barry Craine based?
Barry Craine is based in Sherman Oaks, California.
Is Barry Craine registered with the SEC?
Yes. Barry Craine is registered as an investment adviser representative in CA (CRD 4831213), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Black Card Circle manage?
Black Card Circle reports $98.3M across 470 accounts in assets under management.
How do I contact Barry Craine?
Through Barry's website, www.blackcardcircleria.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Sherman Oaks
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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