CRD: 142944
Barnes Pettey Financial Advisors, LLC
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Request a Free TrialFirm Details
- Custodian
- Raymond James
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-03-2007
- Office Locations
- 5
Office Locations
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.
Reported data analysis
What the numbers show
Between July 28, 2025 and August 20, 2026, reported AUM increased 16.7%, from $1.1B to $1.3B.
Across 5 reported observations, AUM increased 8.5% between September 16, 2022 and August 20, 2026, from $1.2B to $1.3B.
Of the latest reported AUM, 94.6% is discretionary and 5.4% is non-discretionary.
The firm reports 8 advisory representatives and 3,398 clients, or 424.8 clients per representative. That equates to $385.7K in reported AUM per client.
The profile lists 5 reported office locations and 19 years in operation. The source data was last updated on August 20, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Barnes Pettey Financial Advisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
SUSAN M BRODNICK
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
HOLMES SHERARD PETTEY
Financial Advisor, General Partner, Managing Member
- CRD
- #1089212
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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Ryan Haskins Barnes
Financial Advisor
- CRD
- #4627670
RICHARD LEE DEVOE
--
- CRD
- #3229112
Showing 2 of 9 contacts
Unlock allAssets Under Management
| 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 |
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Separately Managed Accounts
SMA allocation detail is available
Barnes Pettey Financial Advisors, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Barnes Pettey Financial Advisors, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.