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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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Allen, Mooney & Barnes Investment Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Allen, Mooney & Barnes Investment Advisors invest in?","answer":"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. 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