# 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.

- CRD: 159113
- Filed as: BARNETT CAPITAL ADVISORS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Miami, FL
- Filing period: October 2026
- Form ADV filing dated: March 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/159113
- AdvisorCensus page: https://advisorcensus.com/firm/barnett-capital-advisors-llc-miami-fl-159113

## Quick answers

**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

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

### Fees and minimums (Form ADV Part 2A brochure dated March 16, 2026)

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

> 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)

> Hourly fees are charged at a rate of between $100 to $1000 per hour.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- ACP Securities, LLC
- Charles 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.

### Regulatory assets under management (Item 5.F)
- Total: $161,128,400
- Discretionary: $156,075,300
- Non-discretionary: $5,053,100

### Clients (Item 5.D)

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

### 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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Boca Raton, FL
- Fort Lauderdale, FL

### Websites listed on Form ADV (Item 1.I)
- barnettcapitaladvisors.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $122,778,761 | 3 | March 28, 2025 |
| October 2026 | $161,128,400 | 3 | March 16, 2026 |

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.

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Barnett Capital Advisors LLC (CRD 159113): Form ADV filing data as of October 2026.