Overview
Assets Under Management: $161 million
Headquarters: MIAMI, FL
High-Net-Worth Clients: 39
Average Client Assets: $1.4 million
Frequently Asked Questions
BARNETT CAPITAL ADVISORS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #159113), BARNETT CAPITAL ADVISORS LLC is subject to fiduciary duty under federal law.
BARNETT CAPITAL ADVISORS LLC is headquartered in MIAMI, FL.
BARNETT CAPITAL ADVISORS LLC serves 39 high-net-worth clients according to their SEC filing dated March 16, 2026. View client details ↓
According to their SEC Form ADV, BARNETT CAPITAL ADVISORS LLC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
BARNETT CAPITAL ADVISORS LLC manages $161 million in client assets according to their SEC filing dated March 16, 2026.
According to their SEC Form ADV, BARNETT CAPITAL ADVISORS LLC serves high-net-worth individuals, pooled investment vehicles, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 39
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 32.85%
Average Client Assets: $1.4 million
Total Client Accounts: 464
Discretionary Accounts: 445
Non-Discretionary Accounts: 19
Regulatory Filings
CRD Number: 159113
Filing ID: 2073902
Last Filing Date: 2026-03-16 15:24:03