RIA Intel›Advisers›Mississippi›BARNES PETTEY FINANCIAL ADVISORS, LLC

BARNES PETTEY FINANCIAL ADVISORS, LLC

Advisory

N·CLARKSDALE, MS

Data as of Mar 19, 2026 · Source: SEC Form ADV

Total AUM
$1.3B
1-Year AUM Growth
0.0%
3-Year CAGR
+0.5%
Employees
8
Assets Under Management
Total AUM$1.3B
Discretionary AUM$1.2B
Non-Discretionary AUM$71M
Discretionary %94.6%
Total Clients2,310
Team
Total Employees8
Investment Advisers13
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record39
First FilingJan 30, 2007
Latest FilingMar 19, 2026
🔒 Full AUM trend chart and 39 historical filings spanning 19+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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