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BARNES PETTEY FINANCIAL ADVISORS, LLC
CRD 142944File 801-67555
APPROVED
Retail clients
Custody
Filing as of Apr 2, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.31B
Above cohort median (national)
Discretionary AUM
$1.24B
Non-discretionary $71.2M
Clients
3,112
3,303 accounts
Employees
13
Top 25% of cohort in MS
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Jan 3, 2007
- Principal office
- 252 SUNFLOWER AVENUE, CLARKSDALE, MS, 38614
- Phone
- 662-627-2225
- Website
- HTTP://WWW.BARNESPETTEY.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.31B
- Discretionary AUM
- $1.24B
- Non-discretionary AUM
- $71.2M
- Discretionary accounts
- 3,021
- Non-discretionary accounts
- 282
- Total accounts
- 3,303
- AUM per client
- $421K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 53 | $31.0M |
| Charitable organizations | 18 | $41.5M |
| High net worth individuals | 945 | $666.7M |
| Pension and profit sharing plans | 17 | $33.3M |
| Individuals (other than high net worth individuals) | 2,079 | $321.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — I.E. PERCENTAGE OF ASSETS IN 401K PLANS/THIRD PARTY ADVISER FEES
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- 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
- No
- 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 17, 2026 | Clients | 3303 | 3112 |
| 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.