Fee-only adviser · Richmond, VA
Barrett Capital Management,llc
Barrett Capital Management,llc is a fee-only investment adviser registered with the securities regulators of Florida, Virginia, with its main office in Richmond, Virginia. On its latest Form ADV, filed November 4, 2026, it reports $48M in regulatory assets under management, 64 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Florida, Virginia |
|---|---|
| Firm CRD number | 117272 · SEC file 801-63027 |
| Office | 812 Moorefield Park Drive Suite 112 Richmond, VA 23236 |
| Phone | (804) 419-1100 |
| Website | www.barrettcap.com |
| Regulatory assets under management | $48M ($45M discretionary) |
| Individual clients | 29 non-high-net-worth, 35 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets |
| Services | Financial planning, Portfolio management |
| Employees | 5 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | November 4, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Richmond
- Godsey & Gibb Wealth Management $1.6B
- Paragon Financial Services $384M
- Verus Financial Partners $1.2B
- Covenant Wealth Advisors $910M
- Taylor Hoffman Capital Management $470M
- Brockenbrough $5.5B
See all 43 fee-only advisers in Richmond →
Nearby
- Henrico 4 firms
- Glen Allen 10 firms
- Midlothian 3 firms
- Mechanicsville 1 firm
- Chesterfield 1 firm
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