AB
Adam M. Barnett
ASCENT CAPITAL
Bend, OR 97703
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CRD#: 7575917
AB
Professional summary
Adam Mcdonald Barnett, who also goes by Mac Barnett, is a registered financial advisor currently at ASCENT CAPITAL located in Bend, Oregon.
Adam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Adam has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Mac Barnett
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Price Fronk & Co, LLP 2796 NW Clearwater Dr. Bend, OR 97703 - CPA Firm - Tax and Attestation (public accounting) Partner since 1/1/2020 Tax Manager - November 2017 through December 2019 Not investment related. - Full Time - 30-40 hours per week, or 160/month Trading Hours: 5 hours per day, 25 per week, approx. 100/month - I'm a tax partner with the firm. My duties range from tax return preparation/review, to training and administrative functions. 90% time related to tax, and approx. 10% related to Compilation/Review services. - - Other Business: Callandor, LLC 63097 Riverstone Dr. Bend, OR 97703 - Sole Member - No business activity. LLC was created, but no business activity began or anticipated in the short-term. Created to optimize tax treatment, but ultimately not utilized. - 0 hours per week. 1-2 hours per year.
CRS (Client Relationship Summary) - RIA
Click below to view Adam Mcdonald Barnett's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
July 20, 2022 - Present
ASCENT CAPITAL
Office #1: 2796 Clearwater Dr., Bend, OR 97703RIA
CRD#: 131423
Bend, OR
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AC
ASCENT CAPITAL
ASCENT CAPITAL | ASCENT YOUR FINANCIAL GUIDE. | ASCENT CAPITAL MANAGEMENT, LLC | ASCENT CAPITAL MANAGEMENT
CRD#: 131423 / SEC#: 801-63211
RIA
Registered Investment Advisory firm - (6/1/2004 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Oregon(7/20/2022)
Current Firm
AC
ASCENT CAPITAL
ASCENT CAPITAL | ASCENT YOUR FINANCIAL GUIDE. | ASCENT CAPITAL MANAGEMENT, LLC | ASCENT CAPITAL MANAGEMENT
CRD#: 131423 / SEC#: 801-63211
RIA
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Contact information
Main Address
395 Sw Bluff Drive Ste 200, Bend, OR 97702
Mailing Address
Phone number
(541) 382-4847
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (8 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,205 |
| AUM (Assets Under Management) | $ 445,577,662 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
