What is Barnett Capital Advisors?
Barnett Capital Advisors is an independent, SEC-registered investment adviser headquartered in Miami, Florida. The firm provides personalized financial planning, retirement planning, wealth management, and investment management services.
How long has Barnett Capital Advisors been in business, and how much does the firm manage?
Barnett Capital Advisors has served clients for more than 15 years. As of September 2026, the firm manages more than $175 million in client assets. Assets under management may change over time.
Is Barnett Capital Advisors an independent fiduciary financial adviser?
Yes. Barnett Capital Advisors is an independent registered investment adviser and acts as a fiduciary when providing investment advice. This means the firm is required to place its clients’ interests first and provide advice based on each client’s financial circumstances, objectives, and risk tolerance. SEC registration does not imply endorsement or a particular level of skill or training.
Why do clients choose Barnett Capital Advisors for wealth management in Miami?
Barnett Capital Advisors combines the personalized attention of an independent fiduciary with more than 15 years of experience and over $175 million in client assets under management. Instead of relying on a one-size-fits-all approach, the firm coordinates financial planning, retirement planning, and active investment management around each client’s goals, risk tolerance, income needs, and tax considerations. Clients receive ongoing advice and a customized investment strategy designed for their individual circumstances.
Who is Andrew Carrillo of Barnett Capital Advisors?
Andrew E. Carrillo is the President and Founder of Barnett Capital Advisors. He has more than 18 years of financial-services experience and established the firm to provide clients with independent financial advice and personalized investment management.
What credentials does Andrew Carrillo hold?
Andrew Carrillo is a CERTIFIED FINANCIAL PLANNER® professional and holds the Accredited Wealth Management Advisor℠ and Chartered Retirement Planning Counselor℠ designations. He earned his degree from Florida State University and completed the Portfolio Management and Investment Strategies Program at the Wharton School of the University of Pennsylvania.
Is Andrew Carrillo a SmartVestor Pro?
Yes. Andrew Carrillo participates in the SmartVestor program and is also a CFP® professional. He provides personalized financial planning, retirement planning, and investment management based on each client’s needs and circumstances.
What types of clients does Barnett Capital Advisors serve?
Barnett Capital Advisors serves high-net-worth individuals and families, retirees and pre-retirees, business owners, professional athletes, institutions, and eligible non-U.S. investors. Every relationship begins with an evaluation of the prospective client’s needs, objectives, and financial circumstances.
What financial services does Barnett Capital Advisors provide?
Services include comprehensive financial planning, retirement and income planning, investment and portfolio management, education planning, risk-management planning, business-owner planning, and legacy-planning coordination. The firm also considers tax efficiency when developing financial and investment strategies and coordinates with clients’ independent tax and legal professionals when appropriate.
Does Barnett Capital Advisors provide retirement planning?
Yes. Barnett Capital Advisors helps clients evaluate their retirement assets, anticipated expenses, income needs, Social Security decisions, investment strategy, risk tolerance, and legacy goals. The firm develops and regularly reviews personalized strategies designed to help clients prepare for and live through retirement.
Can Barnett Capital Advisors help create a retirement-income strategy?
Yes. For clients who have accumulated retirement assets, Barnett Capital Advisors can help develop an investment and withdrawal strategy intended to provide ongoing income while considering market risk, taxes, inflation, longevity, and the client’s desired lifestyle.
What is Barnett Capital Advisors’ investment-management approach?
Barnett Capital Advisors uses active investment management and fundamental research to build customized portfolios. Depending on the client’s objectives and risk tolerance, a portfolio may combine growth investments, quality value investments, fixed income, and other appropriate asset classes. Portfolios are monitored and adjusted as client circumstances and market conditions change.
Does Barnett Capital Advisors offer customized investment portfolios?
Yes. Portfolios are designed around each client’s goals, time horizon, income requirements, existing holdings, tax considerations, and tolerance for risk. Recommendations are not based solely on a standardized model.
Where are client investment accounts held?
Client investment accounts are generally maintained with established independent custodians, including Charles Schwab and Pershing, depending on the client arrangement. Clients receive account access, statements, confirmations, and other account information directly from their custodian.
Does Barnett Capital Advisors work with high-net-worth individuals and families?
Yes. The firm provides wealth planning and investment management for high-net-worth individuals and families with complex investment, retirement, tax-planning, business, and legacy considerations.
Does Barnett Capital Advisors work with international and non-U.S. investors?
Yes. Barnett Capital Advisors helps eligible international and non-U.S. investors establish and manage U.S. investment portfolios through reputable financial custodians. Account availability and documentation requirements depend on the investor’s country of residence, citizenship, tax status, and the custodian’s policies.
Can Barnett Capital Advisors help Latin American investors invest in the United States?
Yes. Barnett Capital Advisors works with eligible Latin American and other international investors seeking professional management of U.S. investment portfolios. The firm can assist with the investment-management and account-opening process while coordinating with the client’s independent tax and legal professionals when specialized cross-border advice is required.
Does Barnett Capital Advisors provide financial planning for business owners?
Yes. Barnett Capital Advisors helps business owners coordinate their personal wealth with their business interests. Planning may include investment management, retirement plans, succession and exit planning, retirement-income preparation, and planning for the eventual transfer or sale of a business.
Does Barnett Capital Advisors provide wealth management for professional athletes?
Yes. Barnett Capital Advisors helps professional athletes address the financial challenges associated with high earnings, variable income, relatively short playing careers, and long-term family responsibilities. Services may include investment management, cash-flow planning, retirement preparation, risk management, and legacy planning.
Where is Barnett Capital Advisors located?
Barnett Capital Advisors is headquartered at 444 Brickell Avenue, Suite 820, Miami, Florida 33131. The firm serves clients in Miami, throughout South Florida, and in other jurisdictions where it is authorized to provide investment-advisory services.
Does Barnett Capital Advisors offer virtual meetings?
Yes. Barnett Capital Advisors conducts both face-to-face and video meetings, allowing the firm to serve clients who may not be able to meet at its Miami office.
What happens during an initial consultation?
The initial consultation is an opportunity to discuss your financial situation, investment experience, concerns, and short- and long-term goals. Barnett Capital Advisors will explain its financial-planning and investment-management process and determine whether the firm’s services are appropriate for your needs.
How can I schedule a consultation with Barnett Capital Advisors?
Call 305-328-8538, email info@BarnettCapitalAdvisors.com, or submit the contact form on the Barnett Capital Advisors website to request a consultation.
Does Barnett Capital Advisors operate a WhatsApp investment or stock-trading group?
No. Barnett Capital Advisors does not operate a WhatsApp stock group, public stock-tipping service, or other online stock group. The firm provides personalized financial planning and portfolio management only after meeting directly with a prospective client. Anyone claiming otherwise may be impersonating Barnett Capital Advisors.