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BARNETT CAPITAL ADVISORS LLC
CRD 159113File 801-131653
APPROVED
Retail clients
Filing as of Mar 16, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$161.1M
Bottom 25% of cohort (national)
Discretionary AUM
$156.1M
Non-discretionary $5.1M
Clients
248
464 accounts
Employees
3
Bottom 25% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Jan 2, 2025
- Principal office
- 444 BRICKELL AVE, SUITE 820, MIAMI, FL, 33131
- Phone
- 305-328-8538
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $161.1M
- Discretionary AUM
- $156.1M
- Non-discretionary AUM
- $5.1M
- Discretionary accounts
- 445
- Non-discretionary accounts
- 19
- Total accounts
- 464
- AUM per client
- $650K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 39 | $53.7M |
| High net worth individuals | 39 | $52.9M |
| Pooled investment vehicles | 1 | $1.4M |
| Banking or thrift institutions | Fewer than 5 | $522K |
| Pension and profit sharing plans | 6 | $1.1M |
| Individuals (other than high net worth individuals) | 162 | $51.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for pooled investment vehicles
- 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
- 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.