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Barrett Capital Management,LLC

Updated today

Client assets under management

$47,575,637

Clients

64

55% high-net worth

Advisors

5

of 5 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

13

Very Low

Average account size

$743,369

About

Barrett Capital Management provides fee-based asset management to individuals (including high‑net‑worth clients), trusts, corporations, and charitable organizations through both discretionary and non‑discretionary portfolio management. The firm charges percentage‑of‑assets fees and maintains a stated account minimum, reflecting a focus on relatively larger client relationships rather than high-volume retail service.

The firm’s investment process emphasizes diversification across major asset classes, periodic rebalancing, and an Investment Policy Statement informed by client risk‑tolerance questionnaires and ongoing portfolio reviews. All managed accounts incorporate the firm’s proprietary Global AI™ methodology — an artificial‑intelligence and machine‑learning driven quantitative overlay used alongside fundamental, technical, quantitative, and qualitative manager research to inform asset‑allocation decisions.

Compared with many peers, Barrett Capital highlights a narrower service scope focused on investment management rather than comprehensive financial planning or commissioned products; it does not provide estate, tax, or insurance planning and does not sell annuities or insurance. The firm also supports uncommon offerings for its size, including management of 529 plan assets and discretionary oversight of held‑away defined‑contribution participant accounts via a third‑party platform that preserves client custody.

Client services

Portfolio management

Expertise

Active portfolio management Private / alternative investments Tax-loss harvesting

Fee options

Percentage

$0 - $1,500,000: 1.50% $1,500,001 - $5,000,000: 1.25% $5,000,001+: 1.00%

Other

Account minimum: $1,000,000

Main office location

Barrett Capital Management,LLC

812 Moorefield Park Drive, Suite 112

Richmond VA 23236, United States

Number of offices

3

Most active in

Florida · Texas · Virginia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Russell L

Series 65

Richmond, VA

Barrett Capital Management,LLC

Russell Lundeberg is a financial advisor at Barrett Capital Management, LLC with 24 years of industry experience. He holds the Series 65 designation and has been with Barrett Capital Management since 2002. Outside of his advisory role, he serves as managing partner at Currituck Capital LLC, focusing on research and analysis. Barrett Capital Management provides fee-based investment advisory and portfolio management services to individuals, trusts, corporations, and charitable organizations. The firm employs a manager-of-managers strategy with an emphasis on diversification and capital preservation, integrating fundamental and technical analysis alongside a proprietary Global AI™ quantitative methodology.

Active portfolio management Private / alternative investments Tax-loss harvesting
user avatar

Damir S

Series 65

Richmond, VA

Barrett Capital Management,LLC

Damir Strmel is a financial advisor at Barrett Capital Management, LLC in Richmond, VA, holding a Series 65 designation with 17 years of industry experience. He has been with Barrett Capital Management since 2008. Barrett Capital Management provides fee-based investment advisory and portfolio management services primarily to individuals, including high-net-worth clients, as well as trusts, corporations, and charitable organizations. The firm uses a manager-of-managers approach with a proprietary Global AI™ quantitative methodology for asset allocation, emphasizing diversification and capital preservation.

Active portfolio management Private / alternative investments Tax-loss harvesting
user avatar

Raymond H

Series 65

Richmond, VA

Barrett Capital Management,LLC

Raymond Hines Jr. is a financial advisor at Barrett Capital Management, LLC with 11 years of industry experience. He holds a Series 65 designation and has worked at Barrett Capital Management since 2014, following an 18-year tenure at Sterling Business. Barrett Capital Management provides fee-based investment advisory and portfolio management services primarily to individuals, including high-net-worth clients, as well as trusts, corporations, and charitable organizations. The firm employs a manager-of-managers approach focused on diversification and capital preservation, utilizing a proprietary Global AI™ quantitative methodology for asset allocation.

Active portfolio management Private / alternative investments Tax-loss harvesting
user avatar

Jeffrey L

Series 65

Richmond, VA

Barrett Capital Management,LLC

Jeffrey Lear is a financial advisor with Barrett Capital Management, LLC, holding a Series 65 designation and six years of industry experience. Prior to joining Barrett Capital Management in 2019, he worked at GreenMile from 2012 to 2018. Outside of his advisory role, he serves as a Regional Sales Director for Demisto, a Palo Alto Networks company, focusing on cloud security orchestration platform sales. Barrett Capital Management provides fee-based investment advisory and portfolio management primarily to individuals, trusts, corporations, and charitable organizations. The firm employs a manager-of-managers approach with an emphasis on diversification and capital preservation, utilizing both fundamental and technical analysis alongside a proprietary Global AI™ quantitative methodology.

Active portfolio management Private / alternative investments Tax-loss harvesting
user avatar

Ryan G

CFP®

Richmond, VA

Barrett Capital Management,LLC

Ryan Greenlee is a CFP® professional with three years of industry experience, currently serving as an advisor at Barrett Capital Management, LLC since 2022. Prior to joining Barrett Capital, he worked at Jones Lang LaSalle for six years and McKesson for three years. Barrett Capital Management provides fee-based investment advisory and portfolio management services primarily to individuals, including high-net-worth clients, as well as trusts, corporations, and charitable organizations. The firm employs a manager-of-managers approach with an emphasis on diversification and capital preservation, utilizing a proprietary Global AI™ quantitative methodology across client accounts.

Active portfolio management Private / alternative investments Tax-loss harvesting
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