Wealth Manager
    SEC Registered
    Manages Private Funds

    Barnes Pettey Financial Advisors, LLC

    Registered investment advisor · Clarksdale, Mississippi · CRD #142944

    Assets Under Management
    $1.3B
    Client Accounts
    3,303
    Employees
    13
    CRD Number
    142944
    Registration
    SEC Registered
    Custodian
    Raymond James & Associates, Inc., Raymond James Trust Company Of New Hampshire

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Barnes Pettey Financial Advisors, LLC

    Barnes Pettey Financial Advisors, LLC is a registered investment advisory firm based in Clarksdale, Mississippi, offering financial planning and wealth management services since 1976. They have 11-50 employees and are not publicly funded. Their services are not guaranteed by skill or training.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Barnes Pettey Financial Advisors, LLC

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    Frequently Asked Questions

    What is Barnes Pettey Financial Advisors, LLC's AUM?

    Barnes Pettey Financial Advisors, LLC reports approximately $1.3B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Barnes Pettey Financial Advisors, LLC headquartered?

    Barnes Pettey Financial Advisors, LLC is headquartered in Clarksdale, Mississippi.

    What is Barnes Pettey Financial Advisors, LLC's CRD number?

    Barnes Pettey Financial Advisors, LLC's CRD number is 142944. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Barnes Pettey Financial Advisors, LLC manage?

    Barnes Pettey Financial Advisors, LLC manages approximately 3,303 client accounts according to its latest SEC filing.

    Is Barnes Pettey Financial Advisors, LLC SEC registered?

    Yes, Barnes Pettey Financial Advisors, LLC is registered with the SEC as an investment adviser with an approved registration status.

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