Barnett Capital Management, LLC
RIASEC Registered
Total AUM
$28.9M
Discretionary
$11.9M
41% of AUM
Avg account
$875K
Accounts
33
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 140919
- Website
- www.barnettcapm.com
- Fee structure
- Percentage of AUM
- Client types
- HNWI93.67%
- Individuals6.33%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Barnett Capital Management, LLC is a small, individually owned advisory firm that focuses on portfolio management for individuals, families and small businesses. The firm operates as a limited liability company and charges clients a percentage-of-AUM fee. It is not positioned as a capital allocator and does not self-identify as an ESG investor. Services are oriented toward direct portfolio management rather than institutional pension consulting or related-adviser arrangements.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities70%
- Public Funds/Mutual Funds15%
- Investment Grade Corp Bonds13%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1
Charles Barnett
Chief Investment OfficerCRD 2920397
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations