RIA Intel›Advisers›Texas›BARNETT, DAVID WAYNE

BARNETT, DAVID WAYNE

Advisory

TX

Data as of Jan 29, 2024 · Source: SEC Form ADV

Rank in TX

#2,298

of 2,813 advisers by AUM

Average account

$208K

across 60 accounts

AUM per adviser

$12M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 29, 2024.

Total AUM

$12M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$12M

Discretionary AUM$12M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients40

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InTX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

40 clients

3 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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