Daniel W. Barton

SACHEM HILL

DENVER, CO 80206

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CRD#: 5857432

Professional summary

Daniel William Barton, who also goes by Daniel W Barton, is a registered financial advisor currently at SACHEM HILL LLC located in Denver, Colorado.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Daniel has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Daniel W Barton

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel William Barton's CRS (Customer Relationship Summary).

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®

None

Experience

Current

March 4, 2026 - Present

SACHEM HILL LLC

Office #1: 250 Fillmore St., Suite 650, Denver, CO 80206

RIA

CRD#: 174210

DENVER, CO

Past

April 24, 2024 - April 14, 2026

PATHSTONE

RIA

CRD#: 151736

Boulder, CO

Past

January 3, 2020 - April 12, 2024

CRESTONE ASSET MANAGEMENT LLC

RIA

CRD#: 108581

BOULDER, CO

Past

July 26, 2018 - December 2, 2020

CRESTONE SECURITIES LLC

CRD#: 103981

BOULDER, CO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SACHEM HILL LLC

SACHEM HILL LLC | SCHOOLCRAFT CAPITAL LLC

CRD#: 174210 / SEC#: 801-110952

RIA

Registered Investment Advisory firm - (8/1/2017 Approved)

Colorado

Registered Investment Advisory firm - (8/30/2017 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).

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

Colorado
(3/4/2026)

IAR

Nebraska
(3/11/2026)

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 66

Date: 1/3/2020

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/26/2018

General Securities Representative Examination

Current Firm

SACHEM HILL LLC

SACHEM HILL LLC | SCHOOLCRAFT CAPITAL LLC

CRD#: 174210 / SEC#: 801-110952

RIA

Registered Investment Advisory firm - (8/1/2017 Approved)

Colorado

Registered Investment Advisory firm - (8/30/2017 Terminated)

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Contact information

Main Address

250 Fillmore St., Suite 650, Denver, CO 80206

Mailing Address

Phone number

(303) 625-6868

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BROCHURE OF SCHOOLCRAFT CAPITAL LLC (8/20/2025)

Regulatory assets under management

Total Number of Accounts	184
AUM (Assets Under Management)	$ 1,230,249,430

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/28/2025	Cover Page	Report
11/27/2024	Cover Page	Report
01/02/2024	Cover Page	Report
11/28/2022	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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Advisor Monitoring

Firm Stability Insights

Daniel W. Barton

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel William Barton's CRS (Customer Relationship Summary).

Certified licenses

Experience

SACHEM HILL LLC

PATHSTONE

CRESTONE ASSET MANAGEMENT LLC

CRESTONE SECURITIES LLC

Primary Firm SEC Registration

SACHEM HILL LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/3/2020

SIE

Date: 10/1/2018

Series 7

Date: 7/26/2018

Current Firm

SACHEM HILL LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

SACHEM HILL LLC

TRUST BUT VERIFY

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