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BARNETT & CO INC
CRD 105867File 801-20295
APPROVED
Retail clients
Custody
Filing as of Aug 4, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$142.0M
Bottom 25% of cohort (national)
Discretionary AUM
$142.0M
Clients
116
263 accounts
Employees
5
Bottom 25% of cohort in TN
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Feb 6, 1984
- Principal office
- 1300 BROAD STREET, SUITE 303, CHATTANOOGA, TN, 37402-4476
- Phone
- 423-756-0125
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $142.0M
- Discretionary AUM
- $142.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 263
- Non-discretionary accounts
- 0
- Total accounts
- 263
- AUM per client
- $1.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $459K |
| Charitable organizations | Fewer than 5 | $327K |
| High net worth individuals | 56 | $121.9M |
| Individuals (other than high net worth individuals) | 60 | $19.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.