BARNETT & CO INC
Firm details
- Headquarters
- CHATTANOOGA, Tennessee
- CRD number
- 105867
- Registered since
- February 6, 1984
- Website
- barnettandcompany.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI85.87%
- Individuals13.58%
- Corporations / Businesses0.32%
- Charitable Organizations0.23%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Barnett & Co Inc is an independent, privately owned registered investment adviser that has been in place since the mid-1980s. The firm serves individual and family clients and offers a mix of financial planning and discretionary portfolio management for individuals, small businesses, and institutions. Educational seminars and workshops are part of its client-facing activities. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm does not market itself as an ESG investor and does not identify as a multi-state adviser or pension consultant.
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 Equities86%
- Public Funds/Mutual Funds10%
- Cash & Cash Equivalents4%
Owners & executives
1 of 1DENISE ADAMCZYK
Chief Compliance OfficerCRD 2859934
Contacts
3 of 3James Crumbliss
Senior Portfolio Manager & Research AnalystCRD 6149932
WARREN BARNETT
Founder, President, and Portfolio ManagerCRD 857529
CARTER HANSARD
Portfolio ManagerCRD 6274717
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 22Active vs passive
$9M in ETFs
84%
$7.6M
0%
$1.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US DIVIDEND EQUITY ETF (SCHD) | Schwab | Passive | Large Value | $1M | 33,499 | 11.39% |
Location
CHATTANOOGA, TN
HAMILTON
Location
CHATTANOOGA, TN
Headquartered in CHATTANOOGA, TN, anchoring the Chattanooga-Cleveland-Dalton, TN-GA metro in the South.
- Metro area
- Chattanooga-Cleveland-Dalton, TN-GA
- Region
- South
- County
- HAMILTON
- Address
- 1300 Broad St
- Time zone
- CT (UTC-6)
- Office locations
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