$161.1M Total AUM
$156.1M Disc. AUM
-- 3Y CAGR
3 Employees
248 ADV. Clients
15 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- OakAtlas timber +more
- Established Date
- 10-01-2010
- Office Locations
- 1
Office Locations
444 Brickell AVE Suite 820 Miami FL
About Barnett Capital Advisors LLC
Barnett Capital Advisors LLC is a Miami-based RIA. The firm has been operating for 15 years. Managing $161.1M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Business Succession, Charitable Giving.
Team overview
44 AVG AGE
$80.6M AVG AUM / ADVISOR
$649.7K AVG AUM / CLIENT
11.8 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
15yrs Firm Age
Insights
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Asset Classes
Wave timber Harbor ember Insight pioneer Timber Capital element Vital
Client Personas
Capital momentum Oak Delta vertex
Custodian
Eagle Bridge Peak quantum North optima Legacy Bridge
Investment Themes
Value eagle Frontier focus Legacy wave Frontier North atlas
Investment Vehicles
Wave Unison signal
Platform
Vital
Services
Vital glacier Focus Legacy Atlas Matrix Horizon Ridge Radial Zenith Delta fusion Element vital Timber pathway Element
Technology
Foundation Atlas oak Vector element
Owner & Executives
A
ANDREW EDWARD CARRILLO
Chief Compliance Officer, Financial Advisor, General Partner
- CRD
- #5318545
- Ownership
- 25% but less than 50%
(870) 780-1033
unison.timber@eaglecapital.com
in linkedin.com/in/vector-ember
J
JOSE DANIEL CARRILLO
--
- CRD
- --
- Ownership
- 25% but less than 50%
(873) 707-7550
quantum.zenith@eaglecapital.com
in linkedin.com/in/zenith-vertex
H
Horizon peak
Matrix fusion summit
- CRD
- #93364
- Ownership
- 28.1%
(586) 871-3522
signal.meridian@primecapital.com
in linkedin.com/in/fusion-focus
Showing 2 of 4 owners & executives
Unlock allContacts
R
Ramon Alberto Muchacho
--
- CRD
- #7051375
(282) 396-4086
pioneer.momentum@pathwaycapital.com
in linkedin.com/in/value-beacon
Showing 1 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $156,075,300 | $350,731 |
| Non-Discretionary | $5,053,100 | $265,953 |
| Total | $161,128,400 | $347,259 |
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Separately Managed Accounts
Total SMA Asset: $159,733,000
Equity - Exchange:
9.3% Public Funds:
6.3% Corporate - Non-Investment Grade:
20.8% Cash:
21.7% Corporate - Investment Grade:
9.4% Private Funds:
16.0% Sovereign Bonds:
7.7% U.S. Government/Agency:
8.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $760,602,345 | 9.3% |
| Public Funds | $515,246,750 | 6.3% |
| Corporate - Non-Investment Grade | $1,701,132,126 | 20.8% |
| Cash | $1,774,738,805 | 21.7% |
| Corporate - Investment Grade | $768,780,865 | 9.4% |
| Private Funds | $1,308,563,174 | 16.0% |
| Sovereign Bonds | $629,746,028 | 7.7% |
| U.S. Government/Agency | $719,709,745 | 8.8% |
| Total | $8,178,519,838 | 100.0% |