Barnett Capital Management, LLC

Barnett Capital Management LLC works primarily with individuals and families, advising on and managing taxable, tax-deferred and trust accounts with no stated minimum portfolio size. The firm provides ongoing portfolio management focused on appropriate asset-allocation weightings and the use of index funds, while also managing portfolios that include individual securities and accommodating client-imposed investment restrictions.

BCM’s investment process is a top-down, asset-allocation driven approach that considers macroeconomic conditions, fiscal and monetary policy, corporate trends and fund flows to allocate across domestic and international equities, fixed income, real estate and other asset classes. Although the firm favors diversified, index-based exposures, it offers both discretionary and non-discretionary arrangements and reported approximately $16,944,636 in non-discretionary assets versus $11,933,256 in discretionary assets as of 12/31/25, a mix that is atypical for peers.

Notable operational features include the firm’s practice of not voting client proxies—clients receive proxy notices directly from their custodians—and its recommendation (but not requirement) that clients custody assets at Schwab Institutional, from which BCM receives institutional services. BCM also provides quarterly account reports, maintains a written Code of Ethics, does not participate in wrap fee programs, and does not accept performance-based fees.