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Allen Mooney & Barnes Investment Advisors LLC
Allen, Mooney & Barnes Investment Advisors, LLC is an independent registered investment advisory firm founded in 2001 and headquartered in Thomasville, Georgia. The firm serves individuals, high net worth individuals, small businesses, institutional clients, banking institutions, pension plans, charitable organizations, and government entities. With approximately 30 employees, the firm offers services including portfolio management, pension consulting, financial planning, and risk management. AMB Wealth emphasizes long-term, customized client relationships and unbiased advice, utilizing sophisticated tools and industry expertise to tailor strategies across varied financial needs.
Investment Strategy
Allen, Mooney & Barnes Investment Advisors, LLC provides fee-based, personalized investment advice, focusing on creating customized investment strategies based on each client’s unique situation, risk tolerance, and objectives. The firm acts as a fiduciary, offering unbiased asset allocation, retirement planning, and wealth management tailored for individuals, institutions, and public entities. Their approach includes comprehensive financial planning, flexible fee options, and the use of advanced analytical tools to deliver long-term, strategic investment solutions.
Latest 13F Filing Activity
Allen Mooney & Barnes Investment Advisors LLC filed their most recent 13F report on Sep 30, 2025 disclosing 157 equity positions with a total 13F market value of $642M. The fund increased holdings in Elevance Health Inc. Formerly A Com, Fiserv Inc. Com, Flowers Foods Inc. Com among other positions. Allen Mooney & Barnes Investment Advisors LLC reduced exposure to Meta Platforms Inc. CL A, Centene Corp. Del Com, Disney Walt Co. Com among others.
Top Holdings
Equity Positions (157)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC COM | 5.28% | $33.9M | 132,981 | $183.22 | $254.63 | +$5.6M |
| ALPHABET INC CAP STK CL A | 3.75% | $24.1M | 99,067 | $128.37 | $243.10 | -$915.0K | |
M MSFT | MICROSOFT CORP COM | 3.74% | $24.0M | 46,317 | $419.95 | $517.95 | +$486.4K |
A ABBV | ABBVIE INC COM | 3.11% | $20.0M | 86,285 | $161.44 | $231.54 | +$4.1M |
X XOM | EXXON MOBIL CORP COM | 2.91% | $18.7M | 165,887 | $87.09 | $112.75 | +$1.1M |
Industry Allocation
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