CHATTANOOGA, TNCRD 105867Latest ADV January 29, 2026
Barnett & Co Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Chattanooga, TN. Its latest Form ADV filing, dated January 29, 2026, reports $142M in regulatory assets under management, 5 employees, and 263 accounts.
Assets Under Management
$142M
Employees
5
Offices
--
Total Clients
116
Primary office
CHATTANOOGA, TN
1300 BROAD STREET, SUITE 303, CHATTANOOGA, TN, United States
Top client segmentIndividuals represent 51.7% of total clients.
Top client categories% of clientsClients
1
Individuals
51.7%
60
2
HNWI
48.3%
56
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$142Mas of January 29, 2026
Discretionary100.0%
$142M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$142M
Total Accounts263
10Y AUM Change$-151M (-51.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee23:1
10Y Employee Change-4 (-44.4%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.