Barnett Investment Counsel, LLC

Overview

Barnett Investment Counsel, LLC operates as a small, client-focused advisory firm that concentrates on portfolio management for individuals and small businesses. The firm’s asset allocation tilts strongly toward publicly traded equities, using both individual exchange-traded stocks and ETFs to construct portfolios. Fee arrangements combine an asset-based percentage and hourly charges, which suggests flexibility for clients who need ongoing investment management as well as project-based advice. With a single-office footprint and an owner-operated structure, Barnett Investment Counsel appears to run a boutique practice that emphasizes direct portfolio management rather than multi-state or institutional consulting. The firm is not positioned as an ESG investor and does not identify as a capital allocator or pension consultant; its activity centers on personalized equity exposure with selective use of third-party alternatives.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices