Firm profile

BARNETT CAPITAL ADVISORS LLC

MIAMI, FLCRD 159113Latest ADV March 16, 2026

Barnett Capital Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Miami, FL. Its latest Form ADV filing, dated March 16, 2026, reports $161M in regulatory assets under management, 3 employees, 2 offices, and 464 accounts.

Assets Under Management
$161M
Employees
3
Offices
2 offices
Total Clients
248
Primary office
MIAMI, FL
444 BRICKELL AVE, SUITE 820, MIAMI, FL, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOAndrew E. Carrillo

Advisory services offered

6 types reported
Educational seminars/workshops
Financial Planning Services
Pension consulting services

Fee models offered

4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 65.3% of total clients.
Top client categories% of clientsClients
1
Individuals
65.3%
162
2
HNWI
15.7%
39
3
Corporations
15.7%
39
4
Pension Plans
2.4%
6
5
Banks
0.4%
1
Categories with <5 clients
Banking or thrift institutions<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$161Mas of March 16, 2026
Discretionary96.9%
$156M
97% of total RAUM96.9%
Non-discretionary3.1%
$5M
3% of total RAUM3.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$161M
Total Accounts464
10Y AUM Change+$39M (+32.2%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees3
Clients per Employee83:1
10Y Employee Change0 (0.0%)

* 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.