|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Barnes Pettey Financial Advisors LLC
✚
|
|
|---|---|
| CRD # | 142944 |
| SEC # | 801-67555 |
| CIK # | 0001908288 |
| AUM | $1.1 B (2025-07-28) |
| Employees | 15 (53% Investors, 0% Brokers) |
| Phone | 662-627-2225 |
| Address | 252 Sunflower Avenue Clarksdale, MS 38614 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Wal Mart Stores Inc | 4.4 | |
| Nvidia Corp | 3.4 | |
| Microsoft Corp | 3.2 | |
| Raymond James Financial Inc | 1.8 | |
| J P Morgan Chase & Co | 1.7 | |
| Home Depot Inc | 1.6 | |
| Republic Services Inc | 1.5 | |
| Apple Inc | 1.4 | |
| Regions Financial Corp | 1.3 | |
| Facebook Inc | 1.1 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,502 | 289.1 |
| (b) Individuals (high net worth individuals) | 642 | 569.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 17 | 30.0 |
| (h) Charitable organizations | 11 | 43.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 34 | 23.4 |
| (n) Other | 104 | 167.3 |
| Total | 2,720 | 1,123.1 |
| By Discretionary | ||
| Discretionary | 2,357 | 1,044.1 |
| Non-Discretionary | 363 | 79.0 |
| Total | 2,720 | 1,123.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,123.1 | |
| Total | 2,720 | 1,123.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001908288] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Werba Rubin Papier Wealth Management LLC
✚
|
CA | 1.1 |
|
Moment Partners LLC
✚
|
CA | 1.1 |
|
SC&H Financial Advisors Inc
✚
|
MD | 1.1 |
|
Security Financial Services Inc
✚
|
IN | 1.1 |
|
Trustmont Advisory Group Inc
✚
|
PA | 1.1 |
|
Destiny Wealth Partners LLC
✚
|
FL | 1.1 |
|
Portside Wealth Group LLC
✚
|
UT | 1.1 |
|
Uniplan Investment Counsel Inc
✚
|
WI | 1.1 |
|
Spirepoint Private Client LLC
✚
|
FL | 1.1 |
|
Fishman Jay A Ltd
✚
|
MI | 1.1 |