Barnett & Co Inc
Firm details
- Headquarters
- Chattanooga, Tennessee
- CRD number
- 105867
- Registered since
- February 6, 1984
- Website
- barnettandcompany.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI85.87%
- Individuals13.58%
- Corporations / Businesses0.32%
- Charitable Organizations0.23%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Barnett & Co Inc is an independent registered investment adviser that has been SEC-registered since 1984 and is owned by an individual. The firm primarily serves individual and family clients and charges fees via a percentage of assets under management along with hourly and fixed-fee engagements. Its advisory services encompass financial planning, portfolio management for individuals and small businesses as well as for businesses or institutions, and educational seminars or workshops. The firm does not identify as an active ESG investor and is not positioned as a multi-state or newly formed adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities86%
- Public Funds/Mutual Funds10%
- Cash & Cash Equivalents4%
Contacts
2 of 2
Carter Hansard
Portfolio ManagerCRD 6274717
Warren Barnett
Founder, President, and Portfolio ManagerCRD 857529
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 46Active vs passive
$21.7M in ETFs
85%
$18.5M
0%
$3.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US DIVIDEND EQUITY ETF (SCHD) | Schwab | Passive | Large Value | $1.1M | 34,612 | 5.07% |
Location
Chattanooga, TN
Hamilton
Location
Chattanooga, TN
Headquartered in Chattanooga, TN, anchoring the Chattanooga-Cleveland-Dalton, TN-GA metro in the South.
- Metro area
- Chattanooga-Cleveland-Dalton, TN-GA
- Region
- South
- County
- Hamilton
- Address
- 1300 Broad St
- Time zone
- CT (UTC-6)
- Office locations
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