AdvisorCensus / Financial advisors / Florida / Miami / 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.
Quick answers
From the filingHow 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 2AThe 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 as of October 2026, filing dated March 16, 2026.
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.DA 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))
-
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
- States registered or notice-filed
-
2 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None 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| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $161,128,400 | 3 | March 16, 2026 |
| October 2025 | $122,778,761 | 3 | March 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- 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.ISource: 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