BARNETT & CO INC
SEC RegisteredWealth, Financial and Asset Management in Chattanooga, Tennessee
About the firm
Since 1983, Barnett & Company has provided personalized investment counsel. The firm specializes in Wealth and Asset Management, Financial Planning, and Estate Planning consultations, and is dedicated to providing high-quality service to meet the unique needs of each client.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth Management, Asset Management, Financial Planning, and Estate Planning consultations.
Who they serve
Individual clients with evolving financial goals and needs, served through ongoing consultation and regular meetings.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 60 | $19M |
| High Net Worth Individuals | 56 | $122M |
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 |
|---|---|
| First $1 million | 1.00% |
| Next $2 million | 0.75% |
| Next $2 million | 0.70% |
| Next $5 million | 0.65% |
| Over $10 million | 0.60% |
Data as of January 29, 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 & CO INC 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.
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