Barnes Pettey Financial Advisors, LLC

Overview

Barnes Pettey Financial Advisors, LLC is an SEC registered investment adviser based in Clarksdale, MS, registered since 2007. It reports $1.3B in assets under management across 3,303 accounts, with 13 employees. It has 8 investment adviser representatives.

Reported AUM

$1.3B

Discretionary

95%

Accounts

3,303

Average account

$397K

Employees

13

Advisory reps

8

Registered since

2007

Jurisdictions

14

As reported in the firm's August 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Other clients
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges, Other Fees and Percentage of Assets

Executive officers 3 of 3

• Gerald Arthur Smith Jr Managing Member CRD 2808361
• Holmes Sherard Pettey Managing Member CRD 1089212
• Susan M Brodnick Chief Compliance Officer CRD 2799374

Advisory reps 3 of 8

• Ryan Haskins Barnes Insurance Agent · Investment Adviser Rep CRD 4627670
• Richard L Devoe Insurance Agent · Investment Adviser Rep CRD 3229112
• Julie Kelley Flowers Insurance Agent · Investment Adviser Rep CRD 5153618

5 more advisory reps, with emails, phones and branch locations

Location

Headquarters

252 Sunflower Ave
Clarksdale, MS 38614

County

Coahoma

Metro area

Clarksdale, MS

Region

South

Registrations

• SEC registered
• Registered in 14 jurisdictions
• Website: barnespettey.com

Every state, with registration dates

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