BARNES PETTEY FINANCIAL ADVISORS, LLC
Firm details
- Headquarters
- CLARKSDALE, Mississippi
- CRD number
- 142944
- Registered since
- January 3, 2007
- Website
- www.barnespettey.com
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC., RAYMOND JAMES TRUST COMPANY OF NEW HAMPSHIRE
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI50.87%
- Individuals24.55%
- Other16.51%
- Charitable Organizations3.17%
- Pension & Profit Sharing Plans2.54%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Barnes Pettey Financial Advisors, LLC is an independent, privately held advisory firm organized as an LLC and registered with the SEC in 2007. The firm acts as a capital allocator and serves both individual/family clients and institutional relationships. Its service mix includes financial planning, portfolio management for individuals and small businesses, pension-related consulting work, and selecting outside managers. Barnes Pettey charges clients through a combination of asset-based fees, hourly billing, fixed fees and other arrangements. The firm does not market itself as an ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds82%
- Exchange Traded Equities10%
- Other4%
- Cash & Cash Equivalents2%
- US Government Bonds1%
Owners & executives
1 of 1CHRISTY FABIAN
Chief Compliance OfficerCRD 5872007
Contacts
3 of 8HOLMES PETTEY
Financial AdvisorCRD 1089212
Ryan Barnes
Financial AdvisorCRD 4627670
JOSEPH FRIEND
Financial AdvisorCRD 5869701
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 112Active vs passive
$253M in ETFs
35%
$87.7M
61%
$165M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| CAPITAL GROUP GROWTH ETF (CGGR) | Capital Group | Active | Large Growth | $33.2M | 824,935 | 13.11% |
Location
CLARKSDALE, MS
COAHOMA
Location
CLARKSDALE, MS
Headquartered in CLARKSDALE, MS, in the South of the United States.
- Region
- South
- County
- COAHOMA
- Address
- 252 Sunflower Ave
- Time zone
- CT (UTC-6)
- Office locations
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