Barnes Pettey Financial Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Clarksdale, MS. Its latest Form ADV filing, dated April 2, 2026, reports $1.3B in regulatory assets under management, 13 employees, 5 offices, and 3,303 accounts.
Assets Under Management
$1.3B
Employees
13
Offices
5 offices
Total Clients
3,303
Primary office
CLARKSDALE, MS
252 SUNFLOWER AVENUE, CLARKSDALE, MS, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 62.9% of total clients.
Top client categories% of clientsClients
1
Individuals
62.9%
2,079
2
HNWI
28.6%
945
3
Irrevocable Trusts/Estates
5.8%
191
4
Corporations
1.6%
53
5
Charitable
0.5%
18
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.3Bas of April 2, 2026
Discretionary94.6%
$1.2B
95% of total RAUM94.6%
Non-discretionary5.4%
$71M
5% of total RAUM5.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.3B
Total Accounts3,303
10Y AUM Change+$391M (+42.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee254:1
10Y Employee Change-3 (-18.8%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.