This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- 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.
Team overview
Insights
Custodian
Investment Vehicles
Platform
Services
Technology
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
Unlock allContacts
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 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
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 |