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Barnett Capital Advisors LLC

Miami, FLSEC-registered investment adviserCRD 159113

Filed as BARNETT CAPITAL ADVISORS LLC

Barnett Capital Advisors LLC is an SEC-registered investment advisory firm in Miami, FL, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 16, 2026.

1 year
registered since 2025
$161,128,400
assets under management
4 arrangements
Percentage of assets, Hourly and more
None
disclosure items (Item 11)

Quick answers

From the filing

How is Barnett Capital Advisors LLC compensated?

On its Form ADV (Item 5.E, October 2026), Barnett Capital Advisors LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees.

How much does Barnett Capital Advisors LLC charge?

Its Form ADV Part 2A brochure dated March 16, 2026 states: Flat fee: $300 to $12,000,000 (financial planning services); Hourly rate: $100 to $1,000 an hour (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

Where is Barnett Capital Advisors LLC located?

Barnett Capital Advisors LLC's principal office is in Miami, FL, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

Is Barnett Capital Advisors LLC registered with the SEC or a state?

Barnett Capital Advisors LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 159113.

How much does Barnett Capital Advisors LLC manage?

Barnett Capital Advisors LLC reports $161,128,400 in regulatory assets under management in its Form ADV filing dated March 16, 2026 (97% discretionary).

How have Barnett Capital Advisors LLC's assets and staff changed since 2025?

In the Form ADV data for Barnett Capital Advisors LLC: Regulatory assets under management: $122,778,761 in the October 2025 data and $161,128,400 in the October 2026 data, up 31%. Total employees: 3 in October 2025 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does Barnett Capital Advisors LLC serve?

By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (162); high net worth individuals (39); corporations or other businesses not listed above (39).

Which custodians does Barnett Capital Advisors LLC use?

Barnett Capital Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists ACP Securities, LLC and Charles Schwab & Co., Inc. as custodians holding 10% or more of its separately managed account assets.

Does Barnett Capital Advisors LLC report any disciplinary disclosures?

Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/159113

What changed in Barnett Capital Advisors LLC's recent Form ADV filings?

In the April 2026 filing data: Regulatory assets under management went from $122,778,761 to $161,128,400 (+31%). Changed its office addresses in Boca Raton, FL.

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

The brochure lists different fees for different services or strategies; see the brochure for them.

Flat fee: $300 to $12,000,000 (financial planning services)

The brochure's wording
Depending upon the complexity of the situation and the needs of the client, the fixed fee for financial planning services is between $300 and $12,000,000.

Hourly rate: $100 to $1,000 an hour (financial planning services)

The brochure's wording
Hourly fees are charged at a rate of between $100 to $1000 per hour.

As stated in the firm's Form ADV Part 2A brochure dated March 16, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site

Regulatory assets under management

Item 5.F
$161,128,400

$161,128,400 as of October 2026, filing dated March 16, 2026.

Discretionary: $156,075,300.Non-discretionary: $5,053,100.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients 162 Assets $51,501,100 (32%)
High net worth individuals
Clients 39 Assets $52,938,171 (33%)
Banking or thrift institutions
Clients 1 Assets $521,500 (0%)
Investment companies
Clients 0 Assets $0 (0%)
Business development companies
Clients 0 Assets $0 (0%)
Pooled investment vehicles (other than investment companies and business development companies)
Clients 1 Assets $1,395,400 (1%)
Pension and profit sharing plans (but not the plan participants or government pension plans)
Clients 6 Assets $1,104,214 (1%)
Charitable organizations
Clients 0 Assets $0 (0%)
State or municipal government entities (including government pension plans)
Clients 0 Assets $0 (0%)
Other investment advisers
Clients 0 Assets $0 (0%)
Insurance companies
Clients 0 Assets $0 (0%)
Sovereign wealth funds and foreign official institutions
Clients 0 Assets $0 (0%)
Corporations or other businesses not listed above
Clients 39 Assets $53,668,015 (33%)
Other
Clients 0 Assets $0 (0%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops

Registration and firm details

Items 1, 2, 5
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2025 (1 year)
Employees
Total: 3. Performing investment advisory functions: 2.
Wrap fee program participation
No.
Custodians (Schedule D, Section 5.K(3))
ACP Securities, LLCCharles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

Other offices (Schedule D, Section 1.F)
2 other offices, as of the April 2026 filing
Boca Raton, FLFort Lauderdale, FL
States registered or notice-filed
2 states or jurisdictions
FLTX

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Assets and staff over time

Items 5.A, 5.F
$123M 2025 $161M 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$161,128,4003March 16, 2026
October 2025$122,778,7613March 28, 2025

Regulatory assets under management: $122,778,761 in the October 2025 data and $161,128,400 in the October 2026 data, up 31%.

Total employees: 3 in October 2025 and 3 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

Changes in the filing

Last 12 months
  1. April 2026
    • Regulatory assets under management went from $122,778,761 to $161,128,400 (+31%).
    • Changed its office addresses in Boca Raton, FL.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
barnettcapitaladvisors.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Barnett Capital Advisors LLC (CRD 159113): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/barnett-capital-advisors-llc-miami-fl-159113