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BAROMETER CAPITAL MANAGEMENT
Legal name: BAROMETER CAPITAL MANAGEMENT INC.
CRD 156409File 801-72535
APPROVED
Retail clients
Custody
Filing as of Apr 1, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$737.0M
Above cohort median (national)
Discretionary AUM
$737.0M
Clients
464
861 accounts
Employees
25
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Jun 22, 2011
- Principal office
- 181 BAY STREET, SUITE 3220, TORONTO, ONTARIO, M5J 2T3
- Phone
- 416-601-6888
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $737.0M
- Discretionary AUM
- $737.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 861
- Non-discretionary accounts
- 0
- Total accounts
- 861
- AUM per client
- $1.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 107 | $145.5M |
| Charitable organizations | 9 | $36.2M |
| High net worth individuals | 211 | $206.1M |
| Pension and profit sharing plans | 21 | $761K |
| Individuals (other than high net worth individuals) | 116 | $61.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Custody | No | Yes | |
| Aug 17, 2026 | Clients | 476 | 464 | decreased by12 |
| May 1, 2026 | Clients | 381 | 476 | increased by95 |
| May 1, 2026 | AUM | $620,924,429 | $736,967,644 | increased by$116,043,215 |
| May 1, 2026 | Accounts | 426 | 861 | increased by435 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 30 | 25 | decreased by5 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 347 | 381 | increased by34 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,237,257,884 | $620,924,429 | decreased by$616,333,455 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 455 | 426 | decreased by29 |
| Apr 1, 2022 | Clients | 304 | 347 | increased by43 |
| Apr 1, 2022 | AUM | $1,122,662,307 | $1,237,257,884 | increased by$114,595,577 |
| Apr 1, 2022 | Accounts | 304 | 455 | increased by151 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BAROMETER CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BAROMETER CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
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.