Information stored on our site is presented by category. All documents on this page where possible are stored as PDF files which can be viewed with any popular PDF viewer including Preview on a Mac or by using Adobe Reader. If you do not have Adobe Reader, you can download a free copy of the program from the Adobe website at www.adobe.com.
Regulatory and Compliance Documents
- Barry Capital Registration Statement- A copy of the firm's registration statement as an Investment Advisor.
- Bob Barry, CFP®- A copy of our firm's principal's registration details.
- Preliminary Data Form: Used in conjunction with preparing qualifications for services. Upon completion please return the form either by regular mail at our street address or by scanning the form and emailing us a copy.
RIA Stands For You
- Five Key Benefits of Independent Investment Advisors- Want to learn more about how an Independent RIA serves your needs above all others? Download this document or view it online here.
- A Different Kind Of Relationship- Read more about how RIA's create a different relationship with their clients.