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Barnett & Co Inc

● SEC registered since 1984CRD 105867SEC# 801-20295Chattanooga, TN
Export (members)
Reg. AUM
$142M
Employees
5
Accounts
263
Location
Chattanooga, TN

About Barnett & Co

Barnett & Company provides financial planning and investment management with customized solutions designed to help clients grow and protect wealth. The firm presents comprehensive wealth, financial, and asset management services for individuals and families.
Summary based on the firm’s website.

Barnett & Co Inc assets under management

Barnett & Co Inc is a registered investment adviser overseen by the SEC based in Chattanooga, TN. The firm has been registered since 1984. It reports $142 million in regulatory assets under management and employs 5 people.

Barnett & Co Inc owners & executives

1 reported
NameTitleOwnershipSince
Warren Magill Barnett ControlPresident/CcoOver 75%1983

Frequently asked questions

How much does Barnett & Co Inc manage?

Barnett & Co Inc reports $142 million in regulatory assets under management on its Form ADV.

How many employees does Barnett & Co Inc have?

Barnett & Co Inc reports 5 employees.

Where is Barnett & Co Inc located?

Barnett & Co Inc is based in Chattanooga, TN and has been SEC-registered since 1984.

Does Barnett & Co Inc disclose fund performance?

Barnett & Co Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1300 Broad Street, Suite 303, Chattanooga, TN 37402-4476
Phone423-756-0125
Fax423-756-0127
Office hours9:00 a.m.-5:00 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Regulatory AUM

$142M▼ 19%
Jan '25 — $175MFeb '25 — $175MMar '25 — $175MApr '25 — $175MMay '25 — $175MJun '25 — $175MJul '25 — $175MAug '25 — $175MSep '25 — $175MOct '25 — $175MNov '25 — $175MDec '25 — $175MJan '26 — $142MFeb '26 — $142MMar '26 — $142MApr '26 — $142MMay '26 — $142MJun '26 — $142MJul '26 — $142MAug '26 — $142MSep '26 — $142MOct '26 — $142M
Jan '25Form ADV, monthlyOct '26

How this firm compares

Regulatory AUMTop 85%
Larger than 15% of 16,389 advisers
EmployeesTop 62%
More than 38% of 16,799 advisers

Assets under management

$142Mregulatory AUM
Discretionary $142M