BARNES PETTEY FINANCIAL ADVISORS, LLC
CRD #142944 SEC #801-67555 CLARKSDALE, MS 662-627-2225
SEC Registered
Total AUM
$1.1B
Discretionary
$1B
Employees
15
Clients
26
Accounts
2,720
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $1.1B | $1B | $79M | 15 | 102 |
| Apr 2025 | $1.1B | $1B | $79M | 14 | 102 |
| Mar 2025 | $1.1B | $1B | $79M | 14 | 102 |
| Nov 2024 | $1.1B | $1B | $81.3M | 15 | 103 |
| Mar 2024 | $1.1B | $1B | $81.3M | 15 | 103 |
| Mar 2023 | $965.2M | $890.2M | $75M | 18 | 106 |
| Sep 2022 | $1.2B | $1.1B | $95.5M | 18 | 119 |
| Mar 2022 | $1.2B | $1.1B | $95.5M | 16 | 119 |
| Jul 2021 | $1.1B | $985M | $86.8M | 16 | 124 |
| Mar 2021 | $1.1B | $985M | $86.8M | 16 | 124 |
| Jan 2021 | $925.5M | $845.8M | $79.6M | 17 | 142 |
| Jun 2020 | $925.5M | $845.8M | $79.6M | 17 | 142 |
| Feb 2020 | $925.5M | $845.8M | $79.6M | 17 | 142 |
| Nov 2019 | $824.1M | $763.3M | $60.7M | 17 | 130 |
| Mar 2019 | $824.1M | $763.3M | $60.7M | 19 | 130 |
| Mar 2019 | $824.1M | $763.3M | $60.7M | 19 | 130 |
| Jan 2019 | $992.3M | $778.4M | $213.9M | 18 | 0 |
| Nov 2018 | $992.3M | $778.4M | $213.9M | 18 | 0 |
| Jul 2018 | $992.3M | $778.4M | $213.9M | 18 | 0 |
| Mar 2018 | $992.3M | $778.4M | $213.9M | 18 | 0 |
| May 2017 | $919.8M | $569.7M | $350.1M | 16 | 1,553 |
| Jan 2017 | $919.8M | $569.7M | $350.1M | 16 | 1,553 |
| Nov 2016 | $778.6M | $444.5M | $334.1M | 12 | 1,447 |
| Feb 2016 | $778.6M | $444.5M | $334.1M | 12 | 1,447 |
| Mar 2015 | $868.6M | $445.5M | $423.1M | 12 | 1,170 |
| Apr 2014 | $798M | $362.2M | $435.9M | 12 | 400 |
| Apr 2014 | $798M | $362.2M | $435.9M | 12 | 400 |
| Feb 2014 | $798M | $362.2M | $435.9M | 12 | 400 |
| Jan 2014 | $701.4M | $216.4M | $485.1M | 13 | 400 |
| Jan 2014 | $701.4M | $216.4M | $485.1M | 13 | 400 |
| Mar 2013 | $701.4M | $216.4M | $485.1M | 13 | 400 |
| Feb 2013 | $701.4M | $216.4M | $485.1M | 13 | 400 |
| Dec 2012 | $664.3M | $122.1M | $542.3M | 13 | 400 |
| Feb 2012 | $664.3M | $122.1M | $542.3M | 6 | 400 |
| Aug 2011 | $643.6M | $104.3M | $539.4M | 10 | -- |
| Mar 2011 | $643.6M | $104.3M | $539.4M | 10 | -- |
| Sep 2008 | $282.8M | $39.2M | $243.5M | 10 | -- |
| Mar 2007 | $228.3M | $25.3M | $203.1M | 10 | -- |
| Jan 2007 | $231M | $26M | $205M | 10 | -- |
DateJul 2025
Total AUM$1.1B
Discretionary$1B
Non-Disc.$79M
Employees15
Clients102
DateApr 2025
Total AUM$1.1B
Discretionary$1B
Non-Disc.$79M
Employees14
Clients102
DateMar 2025
Total AUM$1.1B
Discretionary$1B
Non-Disc.$79M
Employees14
Clients102
DateNov 2024
Total AUM$1.1B
Discretionary$1B
Non-Disc.$81.3M
Employees15
Clients103
DateMar 2024
Total AUM$1.1B
Discretionary$1B
Non-Disc.$81.3M
Employees15
Clients103
DateMar 2023
Total AUM$965.2M
Discretionary$890.2M
Non-Disc.$75M
Employees18
Clients106
DateSep 2022
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$95.5M
Employees18
Clients119
DateMar 2022
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$95.5M
Employees16
Clients119
DateJul 2021
Total AUM$1.1B
Discretionary$985M
Non-Disc.$86.8M
Employees16
Clients124
DateMar 2021
Total AUM$1.1B
Discretionary$985M
Non-Disc.$86.8M
Employees16
Clients124
DateJan 2021
Total AUM$925.5M
Discretionary$845.8M
Non-Disc.$79.6M
Employees17
Clients142
DateJun 2020
Total AUM$925.5M
Discretionary$845.8M
Non-Disc.$79.6M
Employees17
Clients142
DateFeb 2020
Total AUM$925.5M
Discretionary$845.8M
Non-Disc.$79.6M
Employees17
Clients142
DateNov 2019
Total AUM$824.1M
Discretionary$763.3M
Non-Disc.$60.7M
Employees17
Clients130
DateMar 2019
Total AUM$824.1M
Discretionary$763.3M
Non-Disc.$60.7M
Employees19
Clients130
DateMar 2019
Total AUM$824.1M
Discretionary$763.3M
Non-Disc.$60.7M
Employees19
Clients130
DateJan 2019
Total AUM$992.3M
Discretionary$778.4M
Non-Disc.$213.9M
Employees18
Clients0
DateNov 2018
Total AUM$992.3M
Discretionary$778.4M
Non-Disc.$213.9M
Employees18
Clients0
DateJul 2018
Total AUM$992.3M
Discretionary$778.4M
Non-Disc.$213.9M
Employees18
Clients0
DateMar 2018
Total AUM$992.3M
Discretionary$778.4M
Non-Disc.$213.9M
Employees18
Clients0
DateMay 2017
Total AUM$919.8M
Discretionary$569.7M
Non-Disc.$350.1M
Employees16
Clients1,553
DateJan 2017
Total AUM$919.8M
Discretionary$569.7M
Non-Disc.$350.1M
Employees16
Clients1,553
DateNov 2016
Total AUM$778.6M
Discretionary$444.5M
Non-Disc.$334.1M
Employees12
Clients1,447
DateFeb 2016
Total AUM$778.6M
Discretionary$444.5M
Non-Disc.$334.1M
Employees12
Clients1,447
DateMar 2015
Total AUM$868.6M
Discretionary$445.5M
Non-Disc.$423.1M
Employees12
Clients1,170
DateApr 2014
Total AUM$798M
Discretionary$362.2M
Non-Disc.$435.9M
Employees12
Clients400
DateApr 2014
Total AUM$798M
Discretionary$362.2M
Non-Disc.$435.9M
Employees12
Clients400
DateFeb 2014
Total AUM$798M
Discretionary$362.2M
Non-Disc.$435.9M
Employees12
Clients400
DateJan 2014
Total AUM$701.4M
Discretionary$216.4M
Non-Disc.$485.1M
Employees13
Clients400
DateJan 2014
Total AUM$701.4M
Discretionary$216.4M
Non-Disc.$485.1M
Employees13
Clients400
DateMar 2013
Total AUM$701.4M
Discretionary$216.4M
Non-Disc.$485.1M
Employees13
Clients400
DateFeb 2013
Total AUM$701.4M
Discretionary$216.4M
Non-Disc.$485.1M
Employees13
Clients400
DateDec 2012
Total AUM$664.3M
Discretionary$122.1M
Non-Disc.$542.3M
Employees13
Clients400
DateFeb 2012
Total AUM$664.3M
Discretionary$122.1M
Non-Disc.$542.3M
Employees6
Clients400
DateAug 2011
Total AUM$643.6M
Discretionary$104.3M
Non-Disc.$539.4M
Employees10
Clients--
DateMar 2011
Total AUM$643.6M
Discretionary$104.3M
Non-Disc.$539.4M
Employees10
Clients--
DateSep 2008
Total AUM$282.8M
Discretionary$39.2M
Non-Disc.$243.5M
Employees10
Clients--
DateMar 2007
Total AUM$228.3M
Discretionary$25.3M
Non-Disc.$203.1M
Employees10
Clients--
DateJan 2007
Total AUM$231M
Discretionary$26M
Non-Disc.$205M
Employees10
Clients--