Barnett Capital Management, LLC

Barnett Capital Management LLC works primarily with individual and family clients, advising on taxable, tax‑deferred and trust accounts. In addition to investment supervisory services that emphasize asset allocation and the use of index funds, the firm provides personal strategic consulting to select clients on day‑to‑day matters (housing, personal technology, well‑being) under a separate engagement.

The firm’s investment approach is a top‑down, diversified allocation across major asset classes, using index funds as the baseline while accommodating individual‑security exposure when clients prefer. Services are offered on both discretionary and non‑discretionary terms; as of 12/31/25 the firm reported approximately $16.94 million in non‑discretionary assets and $11.93 million in discretionary assets (total about $28.88 million).

Compared with peers, BCM is notable for its very small, single‑advisor practice and a limited client roster, and for formally offering non‑investment personal consulting as an outside business activity under separate agreements. The firm also generally recommends custody at Schwab without requiring it, does not participate in wrap fee programs, and does not vote client securities (clients receive proxy notices directly).