William J. Barnes

S.B. VALUE PARTNERS, L.P.

San Antonio, TX 78212

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CRD#: 7249463

Professional summary

William Joseph Barnes, who also goes by Will Barnes, is a registered financial advisor currently at S.B. VALUE PARTNERS, L.P. located in San Antonio, Texas.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. William has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Will Barnes

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 William Joseph Barnes'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

April 28, 2023 - Present

S.B. VALUE PARTNERS, L.P.

Office #1: 1903 San Pedro Avenue, San Antonio, TX 78212

RIA

CRD#: 139162

San Antonio, TX

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".

S.B. VALUE PARTNERS, L.P.

CRD#: 139162 / SEC#: 801-66139

RIA

Registered Investment Advisory firm - (2/16/2006 Approved)

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

Texas
(4/28/2023)

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: 4/28/2023

Uniform Investment Adviser Law Examination

Current Firm

S.B. VALUE PARTNERS, L.P.

CRD#: 139162 / SEC#: 801-66139

RIA

Registered Investment Advisory firm - (2/16/2006 Approved)

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Contact information

Main Address

1903 San Pedro Avenue, San Antonio, TX 78212

Mailing Address

Po Box 15159, San Antonio, TX 78212

Phone number

(844) 728-2583

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SB VALUE PARTNERS BROCHURE (3/14/2025)

Regulatory assets under management

Total Number of Accounts	110
AUM (Assets Under Management)	$ 5,003,057,444

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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William J. Barnes

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Joseph Barnes's CRS (Customer Relationship Summary).

Certified licenses

Experience

S.B. VALUE PARTNERS, L.P.

Primary Firm SEC Registration

S.B. VALUE PARTNERS, L.P.

State Registrations and Notice Filings

Exams

Series 65

Date: 4/28/2023

Current Firm

S.B. VALUE PARTNERS, L.P.

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

S.B. VALUE PARTNERS, L.P.

TRUST BUT VERIFY

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