AdvisorCensus / Financial advisors / Barometer Capital Management
Barometer Capital Management
Filed as BAROMETER CAPITAL MANAGEMENT · Legal name Barometer Capital Management Inc.
Barometer Capital Management is an SEC-registered investment advisory firm in Toronto, Ontario, Canada, registered since 2011, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated April 1, 2026.
Quick answers
From the filingHow is Barometer Capital Management compensated?
On its Form ADV (Item 5.E, October 2026), Barometer Capital Management reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.
Where is Barometer Capital Management located?
Barometer Capital Management's principal office is in Toronto, Ontario, Canada, according to its Form ADV.
Is Barometer Capital Management registered with the SEC or a state?
Barometer Capital Management is an SEC-registered investment advisory firm, registered since 2011. Status as filed: Approved. CRD 156409.
How much does Barometer Capital Management manage?
Barometer Capital Management reports $736,967,644 in regulatory assets under management in its Form ADV filing dated April 1, 2026 (100% discretionary).
How have Barometer Capital Management's assets and staff changed since 2021?
In the Form ADV data for Barometer Capital Management: Regulatory assets under management: $1,122,662,307 in the October 2021 data and $736,967,644 in the October 2026 data, down 34%. Total employees: 30 in October 2021 and 25 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Barometer Capital Management serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (211); individuals (other than high net worth individuals) (116); corporations or other businesses not listed above (107).
Does Barometer Capital Management 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/156409
What changed in Barometer Capital Management's recent Form ADV filings?
In the May 2026 filing data: Employees performing advisory functions went from 8 to 7. Regulatory assets under management went from $620,924,429 to $736,967,644 (+19%).
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
- 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 firm's brochure (dated April 1, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$736,967,644 as of October 2026, filing dated April 1, 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- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Registration and firm details
Items 1, 2, 5- Legal name
- Barometer Capital Management Inc.
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2011 (15 years)
- Employees
- Total: 25. Performing investment advisory functions: 7.
- Wrap fee program participation
- Yes.
- States registered or notice-filed
- Not reported.
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 | $736,967,644 | 25 | April 1, 2026 |
| October 2025 | $620,924,429 | 25 | March 27, 2025 |
| October 2024 | $809,923,150 | 25 | March 28, 2024 |
| October 2023 | $1,006,319,399 | 29 | August 1, 2023 |
| October 2022 | $1,237,257,884 | 30 | March 31, 2022 |
| October 2021 | $1,122,662,307 | 30 | March 31, 2021 |
Regulatory assets under management: $1,122,662,307 in the October 2021 data and $736,967,644 in the October 2026 data, down 34%.
Total employees: 30 in October 2021 and 25 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- May 2026
- Employees performing advisory functions went from 8 to 7.
- Regulatory assets under management went from $620,924,429 to $736,967,644 (+19%).
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. Barometer Capital Management (CRD 156409): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/barometer-capital-management-toronto-ontario-156409