B
CRD: 142944
Barnes Pettey Financial Advisors, LLC
Clarksdale, MS, 38614
6626272225
$1.3B Total AUM
$1.2B Disc. AUM
10.7% 3Y CAGR
13 Employees
3,398 ADV. Clients
19 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Raymond James
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-03-2007
- Office Locations
- 5
Office Locations
1350 Sunset Drive Suite F Grenada MS
1420 N Lamar Blvd Suite 200 Oxford MS
252 Sunflower Avenue Clarksdale MS
About Barnes Pettey Financial Advisors, LLC
Barnes Pettey Financial Advisors, LLC is a Clarksdale-based RIA with 5 offices. The firm has been operating for 19 years. Managing $1.3B in total assets under management, with 8 advisory representatives. They custody assets with Raymond James. Services offered include Business Succession, Charitable Giving, Financial Planning.
Team overview
56 AVG AGE
$163.8M AVG AUM / ADVISOR
$385.7K AVG AUM / CLIENT
14.3 yrs AVG TENURE
13 Employees
8 Advisory Reps
8 RIA Reps
19yrs Firm Age
Insights
See the complete signal summary connected to zenith pioneer.
Premium access reveals conviction themes in catalyst meridian fusion.
Unlock to see real insight on peak frontier.
See the complete signal summary connected to beacon.
Premium access reveals conviction themes in radial foundation.
See the complete signal summary connected to vital beacon.
Unlock to compare peer behavior around vertex matrix.
Request access to benchmark trends tied to ridge prime.
Asset Classes
Timber legacy Momentum Bridge Crest
Client Personas
Oak focus
Investment Themes
Frontier unison Wave crest
Investment Vehicles
Wave Wave prime
Services
Pathway Bridge Vertex Oak unison Unison Prime alpha
Owner & Executives
C
CHRISTY JEAN FABIAN
Chief Compliance Officer
- CRD
- #5872007
- Ownership
- Less than 5%
(743) 880-4228
vital.pathway@deltacapital.com
in linkedin.com/in/glacier-crest
HOLMES SHERARD PETTEY
Financial Advisor, General Partner, Managing Member
- CRD
- #1089212
- Ownership
- Less than 5%
(395) 914-3754
pathway.ridge@signalcapital.com
in linkedin.com/in/oak-focus
B
Bridge quantum
Eagle timber
- CRD
- #84495
- Ownership
- 38.2%
(947) 897-8209
alpha.foundation@vertexcapital.com
in linkedin.com/in/unison-matrix
Showing 2 of 3 owners & executives
Unlock allContacts
Ryan Haskins Barnes
--
- CRD
- #4627670
(585) 327-3324
peak.ember@horizoncapital.com
in linkedin.com/in/catalyst-foundation
RICHARD LEE DEVOE
--
- CRD
- #3229112
(680) 854-9227
unison.catalyst@bridgecapital.com
in linkedin.com/in/horizon-fusion
O
Optima beacon
Eagle matrix
- CRD
- #11097
(759) 588-9223
fusion.quantum@capitalcapital.com
in linkedin.com/in/optima-timber
Showing 2 of 9 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,239,287,611 | $410,224 |
| Non-Discretionary | $71,187,169 | $252,437 |
| Total | $1,310,474,780 | $396,753 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $1,310,474,780
Public Funds:
8.8% Equity - Exchange:
19.5% Other:
18.0% Cash:
28.4% Corporate - Investment Grade:
9.5% U.S. Government/Agency:
15.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $162,009,068 | 8.8% |
| Equity - Exchange | $358,997,367 | 19.5% |
| Other | $331,382,185 | 18.0% |
| Cash | $522,847,448 | 28.4% |
| Corporate - Investment Grade | $174,896,153 | 9.5% |
| U.S. Government/Agency | $290,879,920 | 15.8% |
| Total | $1,841,012,141 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| SUMMIT FOUNDATION | MOMENTUM ALPHA | WYEZ5QJGY | ITU | 4.96% | $90,764,777 |
| PIONEER QUANTUM EMBER | VECTOR VECTOR | HE2PIB25R | LLQ | 2.74% | $109,250,622 |
| UNISON RADIAL | FOCUS ATLAS | 8GWVZ19Y9 | VDVLH | 3.40% | $70,872,756 |
| CATALYST RIDGE PATHWAY | WAVE HORIZON | CEAOJRC7R | ILMG | 7.57% | $8,253,734 |
| VALUE CREST CAPITAL | NORTH OAK | 5YMA4VMLH | ZPEU | 6.55% | $72,482,006 |
| EMBER INSIGHT | WAVE ATLAS | O6943C3W3 | VSU | 1.39% | $43,767,207 |
| CATALYST FOCUS | QUANTUM NORTH | WAKH98B0E | XVC | 1.65% | $106,463,400 |
| VERTEX CREST | MATRIX PRIME | PBD6FUBR6 | DLT | 3.12% | $29,876,604 |