BARNETT CAPITAL ADVISORS LLC
SEC RegisteredYour Trusted Partner for Wealth Management and Retirement Success
About the firm
At Barnett Capital Advisors, we believe wealth management is about more than numbers—it's about your dreams, security, and legacy. As a fiduciary, we put your interests first, delivering customized strategies with integrity and care. Our mission is to provide clarity and confidence in your financial decisions.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Barnett Capital Advisors offers retirement planning, investment management, and financial planning services, providing personalized advice and customized strategies to help clients achieve long-term investment performance and financial goals.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 162 | $52M |
| High Net Worth Individuals | 39 | $53M |
| Investment Companies | 1 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 1 | $1.4M |
| Charitable Organizations | 6 | $1.1M |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Under $250,000 | 2.75% |
| $250,001-$1,000,000 | 2.50% |
| $1,000,000+ | 2.00% |
Data as of March 16, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BARNETT CAPITAL ADVISORS LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched