# Barrett Capital Management,llc

> Barrett Capital Management,llc is a state-registered investment advisory firm in Richmond, VA, registered since 2015, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 30, 2026.

- CRD: 117272
- Filed as: BARRETT CAPITAL MANAGEMENT,LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Richmond, VA
- Filing period: October 2026
- Form ADV filing dated: January 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/117272
- AdvisorCensus page: https://advisorcensus.com/firm/barrett-capital-management-llc-richmond-va-117272

## Quick answers

**How is Barrett Capital Management,llc compensated?**
On its Form ADV (Item 5.E, October 2026), Barrett Capital Management,llc reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Barrett Capital Management,llc located?**
Barrett Capital Management,llc's principal office is in Richmond, VA, according to its Form ADV.

**Is Barrett Capital Management,llc registered with the SEC or a state?**
Barrett Capital Management,llc is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 117272.

**How much does Barrett Capital Management,llc manage?**
Barrett Capital Management,llc reports $47,961,819 in regulatory assets under management in its Form ADV filing dated January 30, 2026 (94% discretionary).

**What types of clients does Barrett Capital Management,llc serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (35); individuals (other than high net worth individuals) (29); corporations or other businesses not listed above (2).

**Does Barrett Capital Management,llc report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/117272

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $47,961,819
- Discretionary: $45,235,489
- Non-discretionary: $2,726,330

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 29 | $8,674,661 |
| High net worth individuals | 35 | $38,900,976 |
| Corporations or other businesses not listed above | 2 | $386,182 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2015 (11 years)
- Employees: 5 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Barrett Capital Management,llc (CRD 117272): Form ADV filing data as of October 2026.