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 advisor that has been SEC‑registered since 1984. The firm serves individual and family clients, delivering financial planning and portfolio management for both personal and small-business/institutional accounts. It also runs educational seminars and workshops as part of its advisory offering. The firm charges a mix of fee types — a percentage of assets under management alongside hourly and fixed fees — and does not operate as a capital allocator running proprietary funds. Barnett & Co Inc does not identify as an active ESG investor and is not registered as a multi‑state 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%
Owners & executives
1 of 1
Denise Adamczyk
Chief Compliance OfficerCRD 2859934
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 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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