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 registered investment adviser that has been SEC-registered since 1984 and is owned by an individual principal. The firm serves primarily individuals and families, providing financial planning and portfolio management for both retail clients and small businesses, as well as for businesses or institutions. It also conducts educational seminars and workshops. Pricing is flexible and includes asset-based fees, hourly charges, and fixed-fee arrangements. Barnett & Co does not present itself as a capital allocator, is not active on ESG mandates, and does not operate as a multi-state or newly formed adviser.
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%
Contacts
2 of 2
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 23Active vs passive
$10.8M in ETFs
85%
$9.2M
0%
$1.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US DIVIDEND EQUITY ETF (SCHD) | Schwab | Passive | Large Value | $1.1M | 34,612 | 10.14% |
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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