BARNETT FINANCIAL, INC.
CRD #114414 SEC #801-66555 AUSTIN, TX 512-454-5459
SEC Registered
Total AUM
$193.2M
Discretionary
$193.2M
Employees
3
Clients
51
Accounts
455
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2020 | $193.2M | $193.2M | $0 | 3 | 14 |
| Nov 2019 | $169.2M | $169.2M | $0 | 3 | 6 |
| Oct 2019 | $169.2M | $169.2M | $0 | 3 | 6 |
| Mar 2019 | $169.2M | $169.2M | $0 | 3 | 6 |
| Mar 2018 | $162M | $150.9M | $11.1M | 3 | 0 |
| Aug 2017 | $142.3M | $136.9M | $5.5M | 3 | 26 |
| Jan 2017 | $142.3M | $136.9M | $5.5M | 3 | 26 |
| Sep 2016 | $128.6M | $123.7M | $4.9M | 2 | 26 |
| Feb 2016 | $128.6M | $123.7M | $4.9M | 2 | 26 |
| Sep 2015 | $114.9M | $109.4M | $5.5M | 2 | 26 |
| Sep 2015 | $114.9M | $109.4M | $5.5M | 2 | 26 |
| Apr 2015 | $114.9M | $109.4M | $5.5M | 2 | 26 |
| Feb 2015 | $114.9M | $109.4M | $5.5M | 2 | 26 |
| Jun 2014 | $107.2M | $100.3M | $6.8M | 2 | 26 |
| Mar 2014 | $107.2M | $100.3M | $6.8M | 2 | 26 |
| Mar 2014 | $107.2M | $100.3M | $6.8M | 2 | 26 |
| Apr 2013 | $101M | $92.5M | $8.5M | 2 | 26 |
| Oct 2012 | $91M | $91M | $0 | 1 | 26 |
| Jul 2012 | $91M | $91M | $0 | 1 | 26 |
| Mar 2012 | $91M | $91M | $0 | 1 | 26 |
| Mar 2011 | $80M | $80M | $0 | 5 | -- |
| Apr 2009 | $56.6M | $56.6M | $0 | 5 | -- |
| Apr 2009 | $56.6M | $56.6M | $0 | 5 | -- |
| Mar 2009 | $56.6M | $0 | $56.6M | 5 | -- |
| Mar 2008 | $66.5M | $0 | $66.5M | 5 | -- |
| Mar 2007 | $55.3M | $0 | $55.3M | 5 | -- |
DateMar 2020
Total AUM$193.2M
Discretionary$193.2M
Non-Disc.$0
Employees3
Clients14
DateNov 2019
Total AUM$169.2M
Discretionary$169.2M
Non-Disc.$0
Employees3
Clients6
DateOct 2019
Total AUM$169.2M
Discretionary$169.2M
Non-Disc.$0
Employees3
Clients6
DateMar 2019
Total AUM$169.2M
Discretionary$169.2M
Non-Disc.$0
Employees3
Clients6
DateMar 2018
Total AUM$162M
Discretionary$150.9M
Non-Disc.$11.1M
Employees3
Clients0
DateAug 2017
Total AUM$142.3M
Discretionary$136.9M
Non-Disc.$5.5M
Employees3
Clients26
DateJan 2017
Total AUM$142.3M
Discretionary$136.9M
Non-Disc.$5.5M
Employees3
Clients26
DateSep 2016
Total AUM$128.6M
Discretionary$123.7M
Non-Disc.$4.9M
Employees2
Clients26
DateFeb 2016
Total AUM$128.6M
Discretionary$123.7M
Non-Disc.$4.9M
Employees2
Clients26
DateSep 2015
Total AUM$114.9M
Discretionary$109.4M
Non-Disc.$5.5M
Employees2
Clients26
DateSep 2015
Total AUM$114.9M
Discretionary$109.4M
Non-Disc.$5.5M
Employees2
Clients26
DateApr 2015
Total AUM$114.9M
Discretionary$109.4M
Non-Disc.$5.5M
Employees2
Clients26
DateFeb 2015
Total AUM$114.9M
Discretionary$109.4M
Non-Disc.$5.5M
Employees2
Clients26
DateJun 2014
Total AUM$107.2M
Discretionary$100.3M
Non-Disc.$6.8M
Employees2
Clients26
DateMar 2014
Total AUM$107.2M
Discretionary$100.3M
Non-Disc.$6.8M
Employees2
Clients26
DateMar 2014
Total AUM$107.2M
Discretionary$100.3M
Non-Disc.$6.8M
Employees2
Clients26
DateApr 2013
Total AUM$101M
Discretionary$92.5M
Non-Disc.$8.5M
Employees2
Clients26
DateOct 2012
Total AUM$91M
Discretionary$91M
Non-Disc.$0
Employees1
Clients26
DateJul 2012
Total AUM$91M
Discretionary$91M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$91M
Discretionary$91M
Non-Disc.$0
Employees1
Clients26
DateMar 2011
Total AUM$80M
Discretionary$80M
Non-Disc.$0
Employees5
Clients--
DateApr 2009
Total AUM$56.6M
Discretionary$56.6M
Non-Disc.$0
Employees5
Clients--
DateApr 2009
Total AUM$56.6M
Discretionary$56.6M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$56.6M
Discretionary$0
Non-Disc.$56.6M
Employees5
Clients--
DateMar 2008
Total AUM$66.5M
Discretionary$0
Non-Disc.$66.5M
Employees5
Clients--
DateMar 2007
Total AUM$55.3M
Discretionary$0
Non-Disc.$55.3M
Employees5
Clients--