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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Vanguard
- Clients
- Retail
- Platforms
- VertexPathway +more
- Established Date
- 09-07-2006
- Office Locations
- 1
Office Locations
About Barnett Capital Management, LLC
Barnett Capital Management (BCM) is a founder-led RIA (est. 2006) providing fiduciary portfolio management and asset-allocation guidance built around diversification and low costs. Chip Barnett tailors portfolios across asset classes—often using ETFs and public funds—to match client goals, time horizon, and risk tolerance, and stays engaged as markets change. Works with individuals, families and trusts, IRAs and 529s, with flexible minimums; custodied with firms such as Schwab or Fidelity.
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Owner & Executives
CHARLES CRIPPEN BARNETT IV
Chief Executive Officer, President
- CRD
- #2920397
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,933,256 | -- |
| Non-Discretionary | $16,944,636 | -- |
| Total | $28,877,892 | -- |
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Separately Managed Accounts
Total SMA Asset: $28,877,892
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,452,993,938 | 31.9% |
| Public Funds | $542,025,952 | 11.9% |
| Corporate - Investment Grade | $1,011,174,465 | 22.2% |
| Cash | $1,548,645,576 | 34.0% |
| Total | $4,554,839,931 | 100.0% |