Barnett & Co Inc

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Client assets under management

$141,230,428

Clients

116

48% high-net worth

Advisors

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$1,217,504

About

Barnett & Company provides discretionary portfolio management, financial planning, and consulting to individuals, high‑net‑worth clients, and charitable organizations, generally working with accounts above its stated minimum though exceptions are considered. In addition to one‑on‑one planning and asset management, the firm offers education‑only retirement plan support and participant financial‑wellness programs, including seminars and workshops for plan sponsors and participants.

The firm follows a fundamental, value‑oriented investment process that screens and analyzes companies for long‑term appreciation potential, using quantitative screens and qualitative review of financial statements and SEC filings. Portfolios are constructed from publicly traded equities, fixed income, mutual funds/ETFs and, at times, master limited partnerships, with an investment horizon that emphasizes multi‑year appreciation and discretionary rebalancing.

Distinctive aspects of the firm include its formal education‑only retirement plan services that are compensated directly by plan sponsors, an offering less common among similarly sized advisers, and an explicit proxy‑related practice of evaluating and filing proofs of claim in securities class actions when authorized to vote. The firm’s disclosures also note atypical operational financing history—such as deferring dividends on previously issued preferred shares—which is an uncommon transparency item for firms of its size.

Client services

Financial planning Portfolio management Educational seminars or workshops

Expertise

Wealth management Real estate investing Retirement plans for business owners (SEP, solo 401k)

Fee options

Percentage

$0 - $1,000,000: 1.00% per annum $1,000,001 - $3,000,000: 0.75% per annum $3,000,001 - $5,000,000: 0.70% per annum $5,000,001 - $10,000,000: 0.65% per annum $10,000,001+: 0.60% per annum

Project-based

$175 per hour for financial planning and consulting services

Other

Account minimum: $500,000

Main office location

Barnett & Co Inc

1300 Broad Street, Suite 303

Chattanooga TN 37402-4476, United States

Number of offices

Most active in

Georgia · New Hampshire · North Carolina · South Carolina · Tennessee · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X YouTube Website 423-756-0125

Advisors at this firm

Carter H

CFP®, Series 66

Chattanooga, TN

Barnett & Co Inc

Carter Hansard is a CFP® with 11 years of industry experience, currently serving at Barnett & Co Inc since 2021. His prior roles include positions at Cetera Investment Advisers LLC, Synovus Securities, and FTB Advisors, Inc. Barnett & Company provides discretionary portfolio management, financial planning, and consulting primarily for individuals, high-net-worth clients, and charitable organizations. The firm employs a fundamental, value-oriented investment process focused on long-term appreciation and offers specialized education-only retirement plan support and participant financial-wellness programs.

Wealth management Real estate investing Retirement plans for business owners (SEP, solo 401k)

James C

CFA®, Series 63

Chattanooga, TN

Barnett & Co Inc

James Crumbliss is a CFA® charterholder with 11 years of industry experience, currently serving as an advisor at Barnett & Co Inc. His prior experience includes roles at Guggenheim Securities, Credit Suisse Securities, and ICR Capital. Outside of his financial advisory work, he is involved in operating a custom closet design business and a K-12 tutoring and exam preparation company. Barnett & Company provides discretionary portfolio management, financial planning, and consulting services primarily to individuals, high-net-worth clients, and charitable organizations. The firm employs a fundamental, value-oriented investment approach focused on long-term appreciation and offers specialized education-only retirement plan support and participant financial wellness programs.

Wealth management Real estate investing Retirement plans for business owners (SEP, solo 401k)

Warren B

CFA®

Chattanooga, TN

Barnett & Co Inc

Warren Barnett is a CFA® charterholder with 18 years of industry experience. He has been with Barnett & Co Inc since 1983. Barnett & Company provides discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, and charitable organizations. The firm employs a fundamental, value-oriented investment approach and offers distinctive education-only retirement plan support and proxy-related services.

Wealth management Real estate investing Retirement plans for business owners (SEP, solo 401k)

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