$142.0M Total AUM
$142.0M Disc. AUM
-2.1% 3Y CAGR
5 Employees
116 ADV. Clients
42 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-06-1984
- Office Locations
- 1
Office Locations
1300 Broad Street Suite 303 Chattanooga TN
About Barnett & CO INC
Chattanooga, TN-based Barnett & Company (serving clients since 1983) provides wealth and asset management, personalized investment counsel, and financial and estate planning through an ongoing consultative process with regular client reviews. Portfolios are primarily implemented with ETFs, and the firm custodians with Charles Schwab.
Team overview
73 AVG AGE
$47.3M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
9.6 yrs AVG TENURE
5 Employees
3 Advisory Reps
3 RIA Reps
42yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
WARREN MAGILL BARNETT
President
- CRD
- #857529
- Ownership
- 75% or more
Available
Available
Available
D
DENISE MARIE ADAMCZYK
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
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CARTER Y HANSARD
Financial Advisor, General Partner
- CRD
- #6274717
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $142,016,348 | $539,986 |
| Non-Discretionary | $0 | -- |
| Total | $142,016,348 | $539,986 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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