RIA Intel›Advisers›Colorado›BARNETT INVESTMENT COUNSEL, LLC

BARNETT INVESTMENT COUNSEL, LLC

Advisory

CO

Data as of Mar 30, 2026 · Source: SEC Form ADV

Average account

$24K

across 39 accounts

AUM per adviser

$950K

1 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM

$950K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$950K

Discretionary AUM$950K

Non-Discretionary AUM$0

Discretionary %100%

Total Clients39

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCO

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

39 clients

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

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Advisers of similar size in CO

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

MONUMENT WEALTH, INC

$949K

AGILE WEALTH, LLC

$966K

ADRIAN & ASSOCIATES INC

GREENWOOD VILLAGE, CO

$975K

PERFORMANCE ENHANCEMENT TECHNOLOGIES LTD

COLORADO SPRINGS, CO

$1M

HEADWATERS FINANCIAL PLANNING, LLC

$900K

LOGRUS MANAGEMENT, LLC

$885K

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