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David Randall Barrett

BARRETT CAPITAL MANAGEMENT,LLC·MIDLOTHIAN, Virginia
Clean recordBARRETT CAPITAL MANAGEMENT,LLC
2318 ROBIOUS STATION CIRCLE, MIDLOTHIAN, VA 23113CRD# 4473235Firm CRD# 117272

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Randall Barrett · MIDLOTHIAN, VA
Registration
CRD #4473235 · BARRETT CAPITAL MANAGEMENT,LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

David Randall Barrett is a registered financial advisor based in MIDLOTHIAN, Virginia, affiliated with BARRETT CAPITAL MANAGEMENT,LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Fee-Only Advisory
Client Types
Individuals
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
BARRETT CAPITAL MANAGEMENT,LLC
BARRETT CAPITAL MANAGEMENT,LLC
AUM
$79M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at BARRETT CAPITAL MANAGEMENT,LLC →
Services
Portfolio management (individuals)
Pension consulting
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4473235
Firm CRD# 117272
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Randall Barrett offer?
David Randall Barrett specializes in Investment Management, Retirement Planning, Fee-Only Advisory. Contact their office in MIDLOTHIAN, Virginia for a consultation.
What are David Randall Barrett's credentials?
David Randall Barrett is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Randall Barrett located?
David Randall Barrett is based in MIDLOTHIAN, Virginia, working with BARRETT CAPITAL MANAGEMENT,LLC. Their office serves clients in the MIDLOTHIAN metropolitan area and surrounding communities.
How does David Randall Barrett charge for services?
David Randall Barrett's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BARRETT CAPITAL MANAGEMENT,LLC?
BARRETT CAPITAL MANAGEMENT,LLC has approximately 6 employees and manages $79M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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MIDLOTHIAN, VA

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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