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Barnes Pettey Financial Advisors, LLC
Barnes Pettey Financial Advisors, LLC is a registered investment adviser firm headquartered in Clarksdale, Mississippi. Founded in 2007, the firm serves a diverse group of clients including individuals, families, businesses, endowments, and nonprofits. Their advisors provide customized financial planning, investment management, and fiduciary services tailored to client goals and risk tolerances. The firm focuses on delivering strategic solutions, retirement planning, and wealth management, and is staffed by a team of experienced professionals to provide personalized service.
Investment Strategy
Barnes Pettey Financial Advisors provides personalized financial planning and wealth management services, focusing on individual client goals, time frames, and risk tolerances. The firm crafts customized investment plans to address retirement needs, estate and wealth transfer planning, and institutional mandates for endowments and nonprofits. Their approach is pragmatic, emphasizing a comprehensive and objective understanding of each client’s unique financial situation in order to match the right combination of financial services and investment opportunities for both short-term and long-term success.
Latest 13F Filing Activity
Barnes Pettey Financial Advisors, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 110 equity positions with a total 13F market value of $150M. The fund increased holdings in Capital Group Growth Etf, Capital Group Dividend Value, Vanguard Index FDS among other positions. Barnes Pettey Financial Advisors, LLC reduced exposure to Schwab Strategic TR, Capital Group Intl Focus EQT, Vanguard Index FDS among others.
Top Holdings
Equity Positions (110)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
C CGGR | CAPITAL GROUP GROWTH ETF | 20.56% | $30.8M | 756,831 | $21.82 | $40.65 | +$5.8M |
R RDVY | FIRST TR EXCHANGE-TRADED FD | 4.88% | $7.3M | 116,496 | $49.38 | $62.74 | -$272.8K |
C CGDV | CAPITAL GROUP DIVIDEND VALUE | 3.74% | $5.6M | 141,686 | $33.86 | $39.49 | +$2.7M |
D DIVO | AMPLIFY ETF TR | 3.42% | $5.1M | 120,467 | $37.04 | $42.55 | +$550.3K |
S SCHD | SCHWAB STRATEGIC TR | 3.28% | $4.9M | 185,522 | $25.30 | $26.50 | -$1.0M |
Industry Allocation
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