{"url":"https://nivawealth.com/firms/barnes-pettey-financial-advisors-142944","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/142944","regulatoryAum":1310474780,"crd":"142944","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4627670","suffix":null,"lastName":"Barnes","firstName":"Ryan","middleName":"Haskins"},{"crd":"3229112","suffix":null,"lastName":"DEVOE","firstName":"RICHARD","middleName":"LEE"},{"crd":"5153618","suffix":null,"lastName":"FLOWERS","firstName":"JULIE","middleName":"KELLEY"},{"crd":"5869701","suffix":"III","lastName":"FRIEND","firstName":"JOSEPH","middleName":null},{"crd":"7702001","suffix":null,"lastName":"Myrick","firstName":"Daniel","middleName":"Jackson"},{"crd":"1089212","suffix":null,"lastName":"PETTEY","firstName":"HOLMES","middleName":"SHERARD"},{"crd":"2808361","suffix":"JR","lastName":"SMITH","firstName":"GERALD","middleName":"ARTHUR"},{"crd":"5121728","suffix":null,"lastName":"YEE","firstName":"ANDREW","middleName":"CHI-YAN"}],"total":8,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-07-09","regulatoryAum":1071744484,"clients":2116,"employees":16,"offices":7},{"filedOn":"2022-03-28","regulatoryAum":1208129477,"clients":2311,"employees":16,"offices":7},{"filedOn":"2023-03-22","regulatoryAum":965199417,"clients":2361,"employees":18,"offices":7},{"filedOn":"2024-03-05","regulatoryAum":1087865356,"clients":2380,"employees":15,"offices":7},{"filedOn":"2025-07-28","regulatoryAum":1123122793,"clients":2310,"employees":15,"offices":6},{"filedOn":"2026-08-20","regulatoryAum":1310474780,"clients":3303,"employees":13,"offices":6}],"secFileNumber":"801-67555","legalName":"Barnes 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They include 2,079 individual clients, 945 high-net-worth individuals and 191 other clients.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 20 August 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Barnes Pettey Financial Advisors offer?","answer":"Barnes Pettey Financial Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Barnes Pettey Financial Advisors charge?","answer":"Barnes Pettey Financial Advisors charges 0.65%–1.25% for its Investment Management Services. The brochure does not state whether the rate is annual. The whole portfolio is charged at the rate of its band. The fee is billed in advance or in arrears and is negotiable.","source":"BARNES PETTEY FINANCIAL ADVISORS, LLC FIRM BROCHURE 3-17-26, filed 20 August 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Barnes Pettey Financial Advisors use?","answer":"Barnes Pettey Financial Advisors’ separately managed account assets are held at Raymond James & Associates, Inc. (St. Petersburg, FL), with $664M and Raymond James Trust Company of New Hampshire (Portsmouth, NH), with $459M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 20 August 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Barnes Pettey Financial Advisors have?","answer":"Barnes Pettey Financial Advisors has 8 investment adviser representatives registered with state securities authorities, out of 13 employees, and 8 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 8 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 Barnes Pettey Financial Advisors invest in?","answer":"At the end of its last fiscal year, Barnes Pettey Financial Advisors’ separately managed accounts held 82% registered funds (mutual funds, ETFs, BDCs), 10% exchange-traded equities, 4% other, 2% cash and equivalents, 1% U.S. government and agency bonds and 1% investment grade corporate bonds. The 4% other category is described as: Reits, Unit Investment Trusts, Alternative Investments, Annuities.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Barnes Pettey Financial Advisors?","answer":"Barnes Pettey Financial Advisors is owned through holding companies by Holmes Pettey, Julie Flowers, Ryan Barnes, Andrew Yee, Joseph Friend and 3 others. Its direct owners are Holmes Pettey, Inc. (50% to 75%), Friend Financial Consulting LLC (5% to 10%), Andrew C Yee, LLC (5% to 10%), Daniel Myrick Wealth Managment, LLC (5% to 10%), Barnes Wealth Management, LLC (5% to 10%), Capital Management of Oxford, LLC (5% to 10%), Julie Flowers, LLC (5% to 10%) and Barnes Pettey Financial Advisors of Grenada, LLC (5% to 10%).","source":"Form ADV Part 1A, Schedules A and B, filed 20 August 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Barnes Pettey Financial Advisors get paid?","answer":"Barnes Pettey Financial Advisors is paid through a percentage of assets under management, hourly charges, fixed fees and other compensation. 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Barnes Pettey Financial Advisors registered with the SEC?","answer":"Yes, Barnes Pettey Financial Advisors has been registered with the SEC as an investment adviser since 3 January 2007. Its CRD number is 142944 and its SEC file number is 801-67555.","source":"Form ADV Part 1A, Item 1, filed 20 August 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Barnes Pettey Financial Advisors?","answer":"Barnes Pettey Financial Advisors’ main office is at 252 Sunflower Avenue, Clarksdale, MS 38614. Its phone number is 662-627-2225. 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