John H. Barnes

PENDLETON STREET ADVISORS

Columbia, SC 29205

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CRD#: 5505348

Professional summary

John Hampton Barnes, CFP® is a registered financial advisor currently at PENDLETON STREET ADVISORS, LLC located in Columbia, South Carolina.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. John has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

MR. BARNES IS LICENSED TO SELL INSURANCE IN SOUTH CAROLINA AND SPENDS APPROXIMATELY 5% OF HIS TIME ON THIS OTHER BUSINESS ACTIVITY. IN PROVIDING FINANCIAL PLANNING AND OTHER RELATED ADVISORY SERVICES, MR. BARNES MAY RECOMMEND THE PURCHASE OF PRODUCTS UNDER CIRCUMSTANCES WHERE HE WOULD BE ENTITLED TO RECEIVE A COMMISSION OR OTHER COMPENSATION IN THE TRANSACTION. IN ALL SUCH CIRCUMSTANCES, HOWEVER, THE CLIENT WILL BE NOTIFIED OF THIS PAYMENT IN ADVANCE OF THE TRANSACTION, AND UNDER NO CIRCUMSTANCES WILL THE CLIENT PAY BOTH A COMMISSION TO MR. BARNES AND A MANAGEMENT FEE TO PSA ON THE SAME POOL OF ASSETS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Hampton Barnes's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

July 24, 2013 - Present

PENDLETON STREET ADVISORS, LLC

Office #1: 1100 Shirley Street, Columbia, SC 29205

RIA

CRD#: 168040

Columbia, SC

Past

June 5, 2013 - June 24, 2013

HAYDEN HARPER WEALTH ADVISORY, LLC

RIA

CRD#: 152091

COLUMBIA, SC

Past

March 4, 2009 - August 21, 2013

WHM CAPITAL ADVISORS, LLC

RIA

CRD#: 144885

COLUMBIA, SC

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

South Carolina
(7/24/2013)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/14/2007

Uniform Investment Adviser Law Examination

Current Firm

PENDLETON STREET ADVISORS, LLC

MARANATHA ADVISORS, LLC | PENDLETON STREET ADVISORS, LLC

CRD#: 168040 / SEC#:

North Carolina

Registered Investment Advisory firm - (11/30/2023 Terminated)

South Carolina

Registered Investment Advisory firm - (7/22/2013 Approved)

Texas

Registered Investment Advisory firm - (12/31/2018 Terminated)

Virginia

Registered Investment Advisory firm - (11/30/2023 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

1100 Shirley Street, Columbia, SC 29205

Mailing Address

P.o. Box 7426, Columbia, SC 29202

Phone number

(803) 799-1301

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	155
AUM (Assets Under Management)	$ 73,152,829

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/28/2025	Cover Page	Report
09/25/2024	Cover Page	Report
10/27/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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John H. Barnes

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Hampton Barnes's CRS (Customer Relationship Summary).

Certified licenses

Experience

PENDLETON STREET ADVISORS, LLC

HAYDEN HARPER WEALTH ADVISORY, LLC

WHM CAPITAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/14/2007

Current Firm

PENDLETON STREET ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

PENDLETON STREET ADVISORS, LLC

TRUST BUT VERIFY

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