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Thomas Ullman Barton

White Rock Capital

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About Thomas Ullman Barton

Thomas Barton is an Investment Advisor Representative with White Rock Capital. Thomas Barton has been in the industry since July 1993. Thomas Barton is registered in Texas and has been registered with the state since August 1997. White Rock Capital is headquartered in Dallas, Texas. They have a total of 3 client accounts with assets under management of $145,054,600. White Rock Capital specializes in portfolio management for individuals and pooled investment vehicles. They primarily serve high-net-worth individuals and pooled investment vehicles. Their compensation includes a percentage of assets and performance-based fees.

Firm Information

Thomas Barton is currently registered with White Rock Capital. White Rock Capital is an investment advisor headquartered in Dallas, TX. The firm provides portfolio management for individuals and pooled investment vehicles. White Rock Capital manages approximately $145,054,600 in regulatory assets.
White Rock Capital

3131 TURTLE CREEK BLVD.

DALLAS, TX 75219

$145.05M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Thomas Barton’s Registration & Firm History

TX

08/13/1997 - Present

White Rock Capital (DALLAS TX)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Thomas Ullman Barton.
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