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BARNES PETTEY FINANCIAL ADVISORS, LLC

CLARKSDALE, MS · CRD 142944 · IAPD ↗ · barnespettey.com · 662-627-2225

$1.31BRegulatory AUM
8Advisory reps
13Employees
95Clients
26-50Planning clients
0Private funds
14States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2025 — BARNES PETTEY FINANCIAL ADVISORS, LLC shrank from 10 to 8 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
85
April 2024 — BARNES PETTEY FINANCIAL ADVISORS, LLC crossed $1B in regulatory AUM ($965.2M -> $1.09B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.