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BARNETT CAPITAL ADVISORS LLC
CRD 159113 · SEC 801-131653
444 BRICKELL AVE, SUITE 820, MIAMI, FL, 33131, United States
Phone
305-328-8538
Fax
786-513-0116
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$161.1M
Discretionary AUM
$156.1M
Team
3 total employees; 2 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 162 | $51.5M |
| High net worth individuals | 39 | $52.9M |
| Banking/thrift institutions | 1 | $522K |
| Pooled investment vehicles | 1 | $1.4M |
| Pension/profit sharing plans | 6 | $1.1M |
| Corporations/business entities | 39 | $53.7M |
States served
TX, FL
All web addresses on file
Official SEC filing: View on IAPD