Barksdale Investment Management
SEC RegisteredIntegrity. Consistency. Accountability.
About the firm
Since 1984, Barksdale Investment Management has served institutional clients with integrity, accountability, and diligence. They are an independent, 100% employee-owned Registered Investment Advisor and a WBENC-certified Women's Business Enterprise, specializing in customized fixed income and equity management strategies.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Customized fixed income and equity management strategies, including fixed income separate account management, equity, balanced, high yield, core plus, LDI, credit only, and enhanced cash portfolio management. Portfolios are built on each client's Investment Policy Statement rather than predetermined master portfolios, commingled accounts, or mutual funds. Fee-only business model with no investment banking or broker/dealer services.
Who they serve
Foundations and endowments, state and local government entities, insurance companies, Taft-Hartley plans, non-profit healthcare systems, associations, and other institutional investors.
Leadership
Office locations
Advisors at this firm
9 advisors in the directory
Regulatory & compliance
Data as of July 14, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Barksdale Investment Management has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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