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MITCHELL, MCLEOD, PUGH & WILLIAMS, INC.
MITCHELL, MCLEOD, PUGH & WILLIAMS, INC.
CRD 138240 · SEC 801-65005
AL, United States
Phone
251-471-2027
Fax
251-471-2302
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.66B
Discretionary AUM
$1.91B
Team
15 total employees; 9 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingPublication of periodicalsFIDUCIARY ADVICE & INVESTMENT ADVICE TO 401(K) PLANS/PARTICIPANTS (SEE SCHD. D - MISC.), AS WELL AS GENERAL BOOKKEEPING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 538 | $170.2M |
| High net worth individuals | 397 | $1.57B |
| Pension/profit sharing plans | 76 | $775.8M |
| Charitable organizations | 12 | $92.7M |
| State/municipal entities | 1 | $11.5M |
| Corporations/business entities | 22 | $38.3M |
States served
AL, GA, LA, MS, NC, TN, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD