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Caleb Adam Barnett

Strategic Wealth Investment Group, LLC

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About Caleb Adam Barnett

Caleb Barnett is a registered investment advisor representative with Strategic Wealth Investment Group, LLC in Fort Worth, Texas. Caleb is also a licensed investment advisor in the state of Texas. Caleb has been in the industry since July 28, 2022 and has Series 7, 63 and 66 licenses. Caleb previously worked at Fidelity Brokerage Services LLC. Caleb also performs as a drummer on the weekends and has experience in financial planning, portfolio management for businesses and individuals, and educational seminars.

Firm Information

Caleb Barnett is currently registered with Strategic Wealth Investment Group, LLC. Strategic Wealth Investment Group, LLC is a registered investment advisor based in Louisville, Kentucky. With over 31 licensed agents and 27 investment adviser representatives, the firm manages approximately $900.8 million in assets for 22,963 clients. Strategic Wealth Investment Group, LLC specializes in financial planning, portfolio management for individuals and businesses, and educational seminars. The firm serves a variety of clients, including high-net-worth individuals and individuals other than high-net-worth.
Strategic Wealth Investment Group, LLC

500 N. HURSTBOURNE PARKWAY

LOUISVILLE, KY 40222

$900.77M

Assets Under Management

15

Total Clients

27

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Caleb Barnett’s Registration & Firm History

KY

04/30/2024 - Present

Strategic Wealth Investment Group, LLC (LOUISVILLE KY)

TX

07/28/2022 - 04/19/2024

FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)

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Licenses & Designations

BOTH

Issued 05/27/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/08/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/28/2022

Series 7TO - General Securities Representative Examination

BC

Issued 06/17/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Caleb Adam Barnett.
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