RIA IntelAdvisersIllinoisBARNETT CAPITAL MANAGEMENT, LLC

BARNETT CAPITAL MANAGEMENT, LLC

Advisory

IL

Data as of May 14, 2026 · Source: SEC Form ADV

Rank in IL
#1,349
of 1,719 advisers by AUM
Average account
$875K
across 33 accounts
AUM per adviser
$29M
1 advisers

Source: SEC Form ADV. Figures as filed May 14, 2026.

Total AUM
$29M
1-Year AUM Growth
3-Year CAGR
Employees
1
Assets Under Management
Total AUM$29M
Discretionary AUM$12M
Non-Discretionary AUM$17M
Discretionary %41.3%
Total Clients8
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InIL, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in IL

Closest by assets under management. All figures from Form ADV.

SOLUTIONS FUNDS GROUP, INC.
LINCOLNSHIRE, IL
$29M
+12.1% 1Y
WHIPPLE CAPITAL MANAGEMENT LLC
CHICAGO, IL
$29M
+0.8% 1Y
LAKSHMI WEALTH MANAGEMENT, LLC
NAPERVILLE, IL
$29M
LOYOLA CAPITAL MANAGEMENT, LLC
LAKE FOREST, IL
$29M
ARISTON WEALTH MANAGEMENT, L.P.
CHICAGO, IL
$29M
-84.7% 1Y
CLYBOURN PARTNERS LLC
BLOOMINGDALE, IL
$29M

Get the full picture on BARNETT CAPITAL MANAGEMENT, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track BARNETT CAPITAL MANAGEMENT, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans