firm profile
Mitchell, Mcleod, Pugh & Williams, Inc.
Overview
Mitchell, Mcleod, Pugh & Williams, Inc. is an SEC registered investment adviser based in Mobile, AL, registered since 2006. It reports $2.7B in assets under management across 2,420 accounts, with 17 employees. It has 10 investment adviser representatives.
- Reported AUM
- $2.7B
- Discretionary
- 72%
- Accounts
- 2,420
- Average account
- $1.1M
- Employees
- 17
- Advisory reps
- 10
- Registered since
- 2006
- Jurisdictions
- 9
As reported in the firm's July 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges and Percentage of Assets
Executive officers 3 of 8
- Douglas Reed McLeod Director, Shareholder, President CRD 2303143
- Katherine Mehlburger McGinley Chief Compliance Officer, Shareholder CRD 2765965
- Kyle Clarke Pugh Director, Shareholder, Vice President CRD 4624873
5 more executive officers, with direct contact details
Advisory reps 3 of 10
- Robert Alexander Arendall III Investment Adviser Rep CRD 4216650
- Michael Frank Barnett Jr. Investment Adviser Rep CRD 6711619
- Gray Acker Ingle Insurance Agent · Investment Adviser Rep CRD 6147214
7 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 2610 Dauphin St
Mobile, AL 36606 - County
- Mobile
- Metro area
- Mobile, AL
- Region
- South
Registrations
- SEC registered
- Registered in 9 jurisdictions
- Website: mmpw.com
Every state, with registration dates
Similar firms near Mobile
- Leavell Investment Management, Inc.Mobile, AL$3.4B AUM
- Williams Financial GroupMobile, AL$355M AUM
- Aull & MonroeMobile, AL$323M AUM
- Wilkins Miller Wealth Management, LLCMobile, AL$257M AUM
- Frugal Financial Retirement Plan Services, LLCMobile, AL$195M AUM
request a demo
See what we have on Mitchell, Mcleod, Pugh & Williams, Inc.
We'll walk you through the full profile and how to find more firms like this one.