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- Custodian
- Ascensus · Broadridge · Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- PrimeRadial vital
- Established Date
- 01-13-2006
- Office Locations
- 1
Office Locations
About Mitchell, Mcleod, Pugh & Williams, Inc.
Mitchell, McLeod, Pugh & Williams is a Mobile, AL-based RIA serving clients nationwide. The team provides fiduciary financial planning and portfolio construction, with deep retirement plan expertise plus estate, tax, charitable-giving and business-succession planning. Investment implementation uses mutual funds and ETFs alongside fixed income, supported by Orion and custody relationships such as Schwab.
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Owner & Executives
ROBERT ALEXANDER ARENDALL III
Chief Compliance Officer, VICE PRESIDENT
- CRD
- #4216650
- Ownership
- 10% but less than 25%
DOUGLAS REED MCLEOD
DIRECTOR, Managing Director, President
- CRD
- #2303143
- Ownership
- 10% but less than 25%
Value element
Catalyst north fusion
- CRD
- #86442
- Ownership
- 47.6%
Showing 2 of 8 owners & executives
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THOMAS FELLOWS ITURBE
--
- CRD
- #7489994
Showing 1 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,907,705,857 | $817,705 |
| Non-Discretionary | $749,876,658 | $8,619,272 |
| Total | $2,657,582,515 | $1,098,175 |
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Separately Managed Accounts
Total SMA Asset: $2,657,582,515
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $120,520,315 | 20.9% |
| Equity - Exchange | $152,812,840 | 26.5% |
| Cash | $152,236,188 | 26.4% |
| U.S. Government/Agency | $151,082,884 | 26.2% |
| Total | $576,652,227 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ELEMENT FOCUS VITAL | VECTOR CREST | OOKKQGCWJ | DLAU | 4.52% | $46,209,748 |
| ELEMENT ATLAS WAVE | TIMBER PATHWAY | AP99VS5RI | FYX | 8.23% | $63,313,817 |
| VECTOR CREST EMBER | CATALYST BEACON | NSL1U0KQD | HWIMT | 8.13% | $91,669,984 |
| BRIDGE MERIDIAN LEGACY | UNISON EMBER | 3KVHFERCE | WOCCF | 6.29% | $31,396,297 |
| NORTH QUANTUM | PATHWAY LEGACY | YIT33RDZN | ARZVI | 0.90% | $45,268,679 |
| ZENITH VITAL UNISON | MATRIX RIDGE | YS9O16U20 | RGOG | 8.92% | $73,736,136 |
| DELTA ATLAS | ALPHA VERTEX | MMFXPAB5A | VET | 3.91% | $46,982,121 |
| PEAK ELEMENT MATRIX | ATLAS VECTOR | EON4TQJFN | IFE | 6.09% | $24,473,836 |