Allen, Mooney & Barnes Investment Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, education planning, insurance, and tax planning.
Allen, Mooney & Barnes Investment Advisors reports 920 clients. They include 703 individual clients, 175 high-net-worth individuals, and 24 corporations and other businesses. Of its assets, 100.0% ($1.07B across 1,157 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 76% | 39% |
| High-net-worth individuals | 19% | 42% |
| Pension and profit-sharing plans | <1% | <1% |
| Charitable organizations | 1% | 4% |
| State or municipal government entities | <1% | 8% |
| Other client typesInsurance companies; Corporations and other businesses | 3% | 7% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 703 | $422M | 39.3% | $600K |
| High-net-worth individuals | 175 | $452M | 42.1% | $2.59M |
| Pension and profit-sharing plans | Fewer than 5 | $722K | 0.1% | $722K |
| Charitable organizations | 12 | $38.8M | 3.6% | $3.23M |
| State or municipal government entities | Fewer than 5 | $82.6M | 7.7% | $20.7M |
| Insurance companies | Fewer than 5 | $9.63M | 0.9% | $9.63M |
| Corporations and other businesses | 24 | $68.5M | 6.4% | $2.85M |
| Total | 920 | $1.07B | 100% | — |
- Clients
- 703
- Regulatory AUM
- $422M
- AUM share
- 39.3%
- Avg. per client
- $600K
- Clients
- 175
- Regulatory AUM
- $452M
- AUM share
- 42.1%
- Avg. per client
- $2.59M
- Clients
- Fewer than 5
- Regulatory AUM
- $722K
- AUM share
- 0.1%
- Avg. per client
- $722K
- Clients
- 12
- Regulatory AUM
- $38.8M
- AUM share
- 3.6%
- Avg. per client
- $3.23M
- Clients
- Fewer than 5
- Regulatory AUM
- $82.6M
- AUM share
- 7.7%
- Avg. per client
- $20.7M
- Clients
- Fewer than 5
- Regulatory AUM
- $9.63M
- AUM share
- 0.9%
- Avg. per client
- $9.63M
- Clients
- 24
- Regulatory AUM
- $68.5M
- AUM share
- 6.4%
- Avg. per client
- $2.85M
Total
- Clients
- 920
- Regulatory AUM
- $1.07B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Allen, Mooney & Barnes Investment Advisors charges up to 2.50% for its Investment management fee. The brochure does not state whether the rate is annual. The fee is billed in arrears, is negotiable and requires an account of at least $25,000. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting
- The fee is set by a written agreement based on the scope and complexity of the engagement; it is invoiced and paid by check to AMB Wealth LLC.
Faim Investments, LLC owns 75% or more of Allen, Mooney & Barnes Investment Advisors and is in turn owned by Gordon Maner (25–50%). Gordon Maner is CEO; the leadership team includes Chief Financial Officer Heather Strickland and Chief Compliance Officer Brent Nicks. It has 23 employees, 15 of them in advisory roles.
Leadership
- Gordon ManerChief Executive Officer
- Heather StricklandChief Financial Officer
- Brent NicksChief Compliance Officer / Head of Strategic Growth
- Mark DavisPartner
Investment adviser representatives
17 representatives listed in the SEC register as of 9 October 2026.
- Miron Herbert Allen JR
- Kathy Bennett Bartlett
- Brewer Pope Bentley
- Mark Eric Davis
- Matthew Jacob Davis
- Crystal Lee Godbee
- John Michael William Hall
- Lillie Dianne Hall
- Nathan Todd Lowther
- Gordon Daniel Macquirter
- Richard Gordon Mooney III
- Brent Patrick Nicks
- Robby Lee Pitts
- Vann Hays Pitts
- Matthew Justin Roach
- Michael Joseph Servetas
- Lauren Castrop Smith
Staff
- 23 employees
- 15 in advisory functions
- 18 state-registered reps
- 18 broker-dealer reps
- 12 insurance agents
- 9 soliciting firms
- Owns 75% or more of Allen, Mooney & Barnes Investment Advisors, LLC
Faim Investments, LLC
Control person · since January 2001
- Owns 25% to 50% of Faim Investments, LLC
Gordon Maner
Control person · since March 2015
Miron Allen
Chairman of the board · Control person · since January 2001
Allen, Mooney & Barnes Investment Advisors’ regulatory assets grew 2.2× from $490M (March 2021) to $1.07B (September 2026); clients rose from 612 to 920 and employees from 17 to 23.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $1.07B | 920 | 23 | 4 |
| April 2025 | $1.01B | 991 | 22 | 3 |
| March 2024 | $848M | 937 | 22 | 4 |
| July 2023 | $860M | 1,130 | 21 | 3 |
| June 2022 | $680M | 658 | 17 | 3 |
| March 2021 | $490M | 612 | 17 | 2 |
Besides its headquarters, Allen, Mooney & Barnes Investment Advisors has 3 offices, with 4 listed addresses in Georgia and South Carolina.
Georgia · 3 listed addresses
- 135 South Madison Street, ThomasvilleHQ
- 60 Cinema Lane, St Simons Island
- 116 South Main Street, Moultrie
South Carolina · 1 listed address
- 201 Sigma Drive, Summerville
Contact and registration details
- Legal name
- Allen, Mooney & Barnes Investment Advisors, LLC
- Headquarters
- 135 South Madison Street, Thomasville, GA 31792
- Website
- ambwealth.com
- Phone
- 866-277-1500
- View profile
- SEC file
- 801-60350
- Founded
- 2001
- Structure
- Georgia LLC
- Fiscal year end
- December
Allen, Mooney & Barnes Investment Advisors uses Wells Fargo Clearing Services ($825M) as custodian for its separately managed accounts. Allen, Mooney & Barnes Investment Advisors has custody of client assets.
- Wells Fargo Clearing ServicesWells Fargo Clearing Services, LLC · St. Louis, MO · $825M100%
At year end, Allen, Mooney & Barnes Investment Advisors’ separately managed accounts were mostly in stocks (52%) and bonds (29%). Its reported 13F holdings for the quarter ended 30 June 2026 total $658M across 152 positions; the largest are Apple Inc. (5.3%), Alphabet Inc. Cap Stk CL A (3.4%) and Abbvie Inc. (3.1%).
What the accounts hold
- Stocks52%
- Exchange-traded equities50%
- Non-exchange-traded equities2%
- Funds12%
- Registered funds11%
- Pooled vehicles1%
- Bonds29%
- U.S. government and agency bonds20%
- State and local bonds5%
- Investment grade corporate bonds4%
- Cash6%
- Other1%
- Annuities1%
Reported 13F holdings
- $658M
- Reported 13F value
- 152
- Positions
- 31.7%
- In the 10 largest
- −5.4%
- Value vs. prior quarter
- Apple Inc.5.3%
- Alphabet Inc. Cap Stk CL A3.4%
- Abbvie Inc.3.1%
- Unitedhealth Group Inc.3.1%
- Cummins Inc.3.0%
- American Elec Pwr CO Inc.3.0%
- JPMORGAN Chase & CO2.9%
- Elevance Health Inc. Formerly A2.7%
- iShares Semiconductor ETFETF2.7%
- Enterprise Prods Partners L P2.6%
Together, the ten largest are 31.7% of reported value.
How many clients does Allen, Mooney & Barnes Investment Advisors have?
Allen, Mooney & Barnes Investment Advisors has 920 clients and manages $1.07 billion for them, as of September 2026. They include 703 individual clients, 175 high-net-worth individuals, and 24 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 2 September 2026
What services does Allen, Mooney & Barnes Investment Advisors offer?
Allen, Mooney & Barnes Investment Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, education planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Allen, Mooney & Barnes Investment Advisors charge?
Allen, Mooney & Barnes Investment Advisors charges up to 2.50% for its Investment management fee. The brochure does not state whether the rate is annual. The fee is billed in arrears, is negotiable and requires an account of at least $25,000.
Source: AMB WEALTH LLC FIRM BROCHURE 07.29.2026, filed 30 July 2026
Which custodians does Allen, Mooney & Barnes Investment Advisors use?
Allen, Mooney & Barnes Investment Advisors’ separately managed account assets are held at Wells Fargo Clearing Services, LLC (St. Louis, MO), with $825M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 2 September 2026
How many financial advisors does Allen, Mooney & Barnes Investment Advisors have?
Allen, Mooney & Barnes Investment Advisors has 18 investment adviser representatives registered with state securities authorities, out of 23 employees, and 15 perform investment advisory functions. 18 employees are registered representatives of a broker-dealer and 12 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Allen, Mooney & Barnes Investment Advisors invest in?
At the end of its last fiscal year, Allen, Mooney & Barnes Investment Advisors’ separately managed accounts held 50% exchange-traded equities, 20% U.S. government and agency bonds, 11% registered funds (mutual funds, ETFs, BDCs), 6% cash and equivalents, 5% state and local bonds, 4% investment grade corporate bonds, 2% non-exchange-traded equities, 1% pooled vehicles (private funds and similar) and 1% other. The 1% other category is described as: Annuities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Allen, Mooney & Barnes Investment Advisors have a minimum investment?
Yes, Allen, Mooney & Barnes Investment Advisors’ minimum account size for its Investment management fee is $25K.
Source: AMB WEALTH LLC FIRM BROCHURE 07.29.2026, filed 30 July 2026
Who owns Allen, Mooney & Barnes Investment Advisors?
Allen, Mooney & Barnes Investment Advisors is owned through a holding company by Gordon Maner. Its direct owner is Faim Investments, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 2 September 2026
How does Allen, Mooney & Barnes Investment Advisors get paid?
Allen, Mooney & Barnes Investment Advisors is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Allen, Mooney & Barnes Investment Advisors?
Allen, Mooney & Barnes Investment Advisors’ main office is at 135 South Madison Street, Thomasville, GA 31792. Its phone number is 866-277-1500. Its website is ambwealth.com.