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| Barnes Pettey Financial Advisors LLC
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|---|---|
| CRD # | 142944 |
| SEC # | 801-67555 |
| CIK # | 0001908288 |
| AUM | 1,310.5 M (2026-04-02) |
| Employees | 13 (62% Investors, 0% Brokers) |
| Phone | 662-627-2225 |
| Address | 252 Sunflower Avenue Clarksdale, MS 38614 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Wal Mart Stores Inc | 5.6 | ||
| Nvidia Corp | 3.7 | ||
| Raymond James Financial Inc | 3.2 | ||
| Microsoft Corp | 2.6 | ||
| FPL Group Inc | 2.5 | ||
| Apple Inc | 2.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,079 | 321.7 |
| (b) Individuals (high net worth individuals) | 945 | 666.7 |
| (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 | 33.3 |
| (h) Charitable organizations | 18 | 41.5 |
| (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 | 53 | 31.0 |
| (n) Other | 191 | 216.3 |
| Total | 3,303 | 1,310.5 |
| By Discretionary | ||
| Discretionary | 3,021 | 1,239.3 |
| Non-Discretionary | 282 | 71.2 |
| Total | 3,303 | 1,310.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,310.5 | |
| Total | 3,303 | 1,310.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001908288] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.4B |
| Clients | 95 |
| Serves | Institutional, Retail |
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