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BARNES PETTEY FINANCIAL ADVISORS, LLC
CRD 142944 · SEC 801-67555
252 SUNFLOWER AVENUE, CLARKSDALE, MS, 38614, United States
Phone
662-627-2225
Fax
662-627-2088
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.31B
Discretionary AUM
$1.24B
Team
13 total employees; 8 advisory reps; 95 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees; I.E. PERCENTAGE OF ASSETS IN 401K PLANS/THIRD PARTY ADVISER FEES
Org form
Limited Liability Company
Filing date
2026-04-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2079 | $321.7M |
| High net worth individuals | 945 | $666.7M |
| Pension/profit sharing plans | 17 | $33.3M |
| Charitable organizations | 18 | $41.5M |
| Corporations/business entities | 53 | $31.0M |
States served
AL, AR, CA, CO, GA, LA, MS, NE, NC, SC, TN, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD