Barnett Capital Advisors LLC

Barnett Capital Advisors provides investment advisory and consulting services primarily to high net worth individuals and corporations, and also works with individual clients, pooled investment vehicles, and pension plans. The firm offers both discretionary and non‑discretionary portfolio management across equities, fixed income, mutual funds and other instruments, along with financial planning and referrals to third‑party money managers.

The firm generally takes a long‑term, fundamentally driven approach and constructs portfolios tailored to clients’ stated objectives and risk tolerance, performing periodic reviews and typically holding investments rather than actively trading. Barnett commonly operates under written discretionary authority and limited powers of attorney to implement strategies, and in certain circumstances uses performance‑based arrangements and manages private and pooled vehicles (including Regulation S securities).

Barnett’s regulatory filings disclose several atypical affiliations and activities: certain owners serve as directors of Barnett Capital Bank in Roseau, Dominica; the managing member operates an affiliated insurance agency (Barnett Capital Insurance, LLC); and the firm manages a private fund (Barnett U.S. Equity Fund LP) and Regulation S pooled vehicles offered to non‑U.S. investors. These relationships, together with fee‑sharing arrangements with third‑party managers and the use of performance‑based fees in limited cases, are disclosed as potential conflicts of interest for clients to consider.