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BARNETT CAPITAL ADVISORS LLC

MIAMI, FL · CRD 159113 · IAPD ↗ · barnettcapitaladvisors.com · 305-328-8538

$161.1MRegulatory AUM
2Advisory reps
3Employees
0Clients
26-50Planning clients
1Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2026 — BARNETT CAPITAL ADVISORS LLC reported RAUM up 31% ($122.8M -> $161.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
61
April 2026 — BARNETT CAPITAL ADVISORS LLC reports 26-50 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
95
February 2025 — BARNETT CAPITAL ADVISORS LLC (MIAMI, FL) is newly SEC-registered with $121.9M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.