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MITCHELL, MCLEOD, PUGH & WILLIAMS, INC.
Legal name: MITCHELL, MCLEOD, PUGH & WILLIAMS, INC.
CRD 138240File 801-65005
APPROVED
Retail clients
Custody
Filing as of Jul 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.66B
Top 25% of cohort (national)
Discretionary AUM
$1.91B
Non-discretionary $749.9M
Clients
1,046
2,420 accounts
Employees
17
Top 25% of cohort in AL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Jan 13, 2006
- Principal office
- 2610 DAUPHIN STREET, MOBILE, AL, 36606
- Phone
- 251-471-2027
- Website
- HTTP://MMPW.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.66B
- Discretionary AUM
- $1.91B
- Non-discretionary AUM
- $749.9M
- Discretionary accounts
- 2,333
- Non-discretionary accounts
- 87
- Total accounts
- 2,420
- AUM per client
- $2.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 22 | $38.3M |
| Charitable organizations | 12 | $92.7M |
| High net worth individuals | 397 | $1.57B |
| Pension and profit sharing plans | 76 | $775.8M |
| State or municipal government entities | Fewer than 5 | $11.5M |
| Individuals (other than high net worth individuals) | 538 | $170.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Publications
- Other advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.