Barrett Capital Management,llc

Barrett Capital Management,llc (CRD# 117272) is a financial advisory firm headquartered in Midlothian, VA. They manage $74,991,474 in 235 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    75
    MILLION
  • Total Number of Accounts
    235
    ACCOUNTS
  • Average Account Value
    $319,113
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, VA

Financial Advisors at Barrett Capital Management,llc
Showing 1 - 7 of 7 top financial advisors.
1
David R. Barrett
CRD#: 4473235
2318 Robious Station Circle, Midlothian, VA 23113

David Barrett (CRD# 4473235) is an Investment Advisor Representative working at Barrett Capital Management,llc in Midlothian, VA and has over 20 years of experience in the finance industry.

2
Raymond S. Hines
CRD#: 1399907
2318 Robious Station Circle, Midlothian, VA 23113

Raymond Hines (CRD# 1399907) is an Investment Advisor Representative working at Barrett Capital Management,llc in Midlothian, VA and has over 7 years of experience in the finance industry.

3
Jeffrey K. Lear
CRD#: 7082449
2318 Robious Station Circle, Midlothian, VA 23113

Jeffrey Lear (CRD# 7082449) is an Investment Advisor Representative working at Barrett Capital Management,llc in Midlothian, VA and has over 2 years of experience in the finance industry.

4
Russell E. Lundeberg
CRD#: 4478749
2318 Robious Station Circle, Midlothian, VA 23113

Russell Lundeberg (CRD# 4478749) is an Investment Advisor Representative working at Barrett Capital Management,llc in Midlothian, VA and has over 19 years of experience in the finance industry.

5
Damir Strmel
CRD#: 5570963
2318 Robious Station Circle, Midlothian, VA 23113

Damir Strmel (CRD# 5570963) is an Investment Advisor Representative working at Barrett Capital Management,llc in Midlothian, VA and has over 12 years of experience in the finance industry.

6
Alison S. Crowder
CRD#: 6658906
2318 Robious Station Circle, Midlothian, VA 23113

Alison Crowder (CRD# 6658906) is an Investment Advisor Representative working at Barrett Capital Management,llc in Midlothian, VA and has 1 year of experience in the finance industry.

7
Dale Fickett
CRD#: 7268203
Mechanicsville, VA

Dale Fickett (CRD# 7268203) is an Investment Advisor Representative working at Barrett Capital Management,llc in Mechanicsville, VA and has 1 year of experience in the finance industry.

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