|
⚲
|
| Allen Mooney & Barnes Investment Advisors LLC
✚
|
|
|---|---|
| CRD # | 113106 |
| SEC # | 801-60350 |
| CIK # | 0002001461 |
| AUM | $1.1 B (2026-03-06) |
| Employees | 22 (64% Investors, 77% Brokers) |
| Phone | 866-277-1500 |
| Address | 135 South Madison Street Thomasville, GA 31792 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002001461 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 34.5 | ||
| Alphabet Inc | 22.2 | ||
| AbbVie Inc | 20.6 | ||
| UnitedHealth Group Inc | 20.6 | ||
| Cummins Inc | 20.0 | ||
| American Electric Power Co Inc | 19.6 | ||
| J P Morgan Chase & Co | 18.9 | ||
| Wellpoint Inc | 17.9 | ||
| Enterprise Products Partners L P | 16.9 | ||
| Microsoft Corp | 16.9 | ||
| Amazon Com Inc | 16.8 | ||
| American Express Co | 16.7 | ||
| Merck & Co Inc | 16.3 | ||
| Becton Dickinson & Co | 16.1 | ||
| Accenture PLC | 14.0 | ||
| Weyerhaeuser Co | 13.8 | ||
| Lowes Companies Inc | 13.6 | ||
| Schwab Charles Corp | 13.4 | ||
| Harris Corp /DE/ | 13.3 | ||
| Altria Group Inc | 12.9 | ||
| Facebook Inc | 12.6 | ||
| Citigroup Inc | 11.7 | ||
| Adobe Systems Inc | 11.6 | ||
| Medtronic Holdings Ltd | 10.2 | ||
| Prudential Financial Inc | 10.2 | ||
| Carlyle Group LP | 10.0 | ||
| Applied Materials Inc /DE | 9.7 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 703 | 422.1 |
| (b) Individuals (high net worth individuals) | 175 | 452.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.7 |
| (h) Charitable organizations | 12 | 38.8 |
| (i) State or municipal government entities | 4 | 82.6 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 9.6 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 24 | 68.5 |
| (n) Other | 0 | 0.0 |
| Total | 1,157 | 1,074.8 |
| By Discretionary | ||
| Discretionary | 1,157 | 1,074.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,157 | 1,074.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,074.8 | |
| Total | 1,157 | 1,074.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002001461] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Strid Group LLC
✚
|
PA | 1.1 |
|
Horizon Wealth Management LLC
✚
|
IL | 1.1 |
|
Basecamp Wealth Advisors LLC
✚
|
WA | 1.1 |
|
Sterling Investment Advisors Ltd
✚
|
PA | 1.1 |
|
Fulcrum Capital LLC
✚
|
WA | 1.1 |
|
Elwood & Goetz Wealth Advisory Group LLC
✚
|
GA | 1.1 |
|
Mattern Capital Management LLC
✚
|
CO | 1.1 |
|
American Investment Services Inc
✚
|
MA | 1.1 |
|
Spinnaker Investment Group LLC
✚
|
CA | 1.1 |
|
Providence Capital Advisors LLC
✚
|
NC | 1.1 |