Allen, Mooney & Barnes Investment Advisors, Llc
- Regulatory AUM
- $1.1B
- Discretionary
- $1.1B
- Clients
- 920
- Avg AUM / client
- $1.2M
- Accounts
- 1,157
- Employees
- 22
AUM over time
Annual snapshots from Form ADV filings · as of Jul 30, 2026
Investments (13F portfolio — 152 positions, $657,550,137)
13F period Jun 30, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Apple Inc Com | Stock | $34,533,132 | 119,343 | 5.25% | 3.21% |
| 2 | Alphabet Inc Cap Stk Cl A | Stock | $22,244,282 | 62,244 | 3.38% | 2.07% |
| 3 | Abbvie Inc Com | Stock | $20,630,938 | 81,986 | 3.14% | 1.92% |
| 4 | Unitedhealth Group Inc Com | Stock | $20,560,714 | 49,469 | 3.13% | 1.91% |
| 5 | Cummins Inc Com | Stock | $19,997,986 | 28,039 | 3.04% | 1.86% |
| 6 | American Elec Pwr Co Inc Com | Stock | $19,553,658 | 142,926 | 2.97% | 1.82% |
| 7 | Jpmorgan Chase & Co Com | Stock | $18,880,548 | 57,680 | 2.87% | 1.76% |
| 8 | Elevance Health Inc Formerly A Com | Stock | $17,943,490 | 46,398 | 2.73% | 1.67% |
| 9 | Ishares Semiconductor Etf | ETF | $17,524,365 | 27,349 | 2.67% | 1.63% |
| 10 | Enterprise Prods Partners L P Com | Stock | $16,870,501 | 458,936 | 2.57% | 1.57% |
| 11 | Microsoft Corp Com | Stock | $16,852,423 | 45,178 | 2.56% | 1.57% |
| 12 | Amazon Com Inc Com | Stock | $16,785,810 | 70,428 | 2.55% | 1.56% |
| 13 | American Express Co Com | Stock | $16,684,499 | 49,326 | 2.54% | 1.55% |
| 14 | Merck & Co Inc Com | Stock | $16,284,572 | 126,728 | 2.48% | 1.52% |
| 15 | State Street Spdr S&P 500 Etf | ETF | $16,262,642 | 21,777 | 2.47% | 1.51% |
| 16 | Becton Dickinson & Co Com | Stock | $16,077,913 | 106,244 | 2.45% | 1.5% |
| 17 | Accenture Plc Ireland Shs Class A | Stock | $13,967,901 | 112,246 | 2.12% | 1.3% |
| 18 | Weyerhaeuser Co Com New | REIT | $13,787,246 | 575,908 | 2.1% | 1.28% |
| 19 | Lowes Cos Inc Com | Stock | $13,628,615 | 61,811 | 2.07% | 1.27% |
| 20 | Schwab Charles Corp Com | Stock | $13,423,268 | 145,478 | 2.04% | 1.25% |
| 21 | L3 Harris Technologies Inc Com | Stock | $13,303,082 | 45,780 | 2.02% | 1.24% |
| 22 | Altria Group Inc Com | Stock | $12,898,275 | 179,267 | 1.96% | 1.2% |
| 23 | Meta Platforms Inc Cl A | Stock | $12,616,509 | 22,398 | 1.92% | 1.17% |
| 24 | Exxonmobil Holdings Corp Com Shs | Stock | $11,684,940 | 85,466 | 1.78% | 1.09% |
| 25 | Citigroup Inc Com New | Stock | $11,667,746 | 83,365 | 1.77% | 1.09% |
Top 25 of 152 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 703 | $422M | 39.3% |
| High net worth individuals | 175 | $452M | 42.1% |
| Pension and profit sharing plans | 1 | $722K | 0.07% |
| Charitable organizations | 12 | $38.8M | 3.61% |
| State or municipal government entities | 4 | $82.6M | 7.69% |
| Insurance companies | 1 | $9.6M | 0.9% |
| Corporations and other businesses | 24 | $68.5M | 6.37% |
People (18)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Miron Herbert Allen | Chairman Of The Board | Jan 2001 (26y) | Less than 5% | |
| Maner, Gordon, Allen | Owner | Mar 2015 (11y) | ≈ 18.75% – 50% via Faim Investments, Llc | |
| Mark Eric Davis | Partner | CFP | Aug 2017 (9y) | Less than 5% |
| Strickland, Heather, Michele | Cfo | Aug 2017 (9y) | Less than 5% | |
| Brent Patrick Nicks | Chief Compliance Officer | Oct 2023 (3y) | Less than 5% | |
| Gordon Daniel Macquirter | Registered representative | Nov 2004 (22y) | ||
| Matthew Justin Roach | Registered representative | Feb 2018 (8y) | ||
| Robby Lee Pitts | Registered representative | Feb 2018 (8y) | ||
| Lillie Dianne Hall | Registered representative | Feb 2018 (8y) | ||
| Richard Gordon Mooney | Registered representative | Feb 2018 (8y) | ||
| Vann Hays Pitts | Registered representative | CFP | Jan 2021 (6y) | |
| John Michael William Hall | Registered representative | Mar 2022 (4y) | ||
| Kathy Bennett Bartlett | Registered representative | Feb 2023 (3y) | ||
| Brewer Pope Bentley | Registered representative | May 2023 (3y) | ||
| Crystal Lee Godbee | Registered representative | May 2023 (3y) | ||
| Michael Joseph Servetas | Registered representative | Sep 2023 (3y) | ||
| Lauren Castrop Smith | Registered representative | Oct 2023 (3y) | ||
| Nathan Todd Lowther | Registered representative | Jan 2026 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Faim Investments, Llc | Parent Company | Jan 2001 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Maner, Gordon, Allen: 25% – 50% of Faim Investments, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/06/2026 | 1.13 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Wells Fargo $825M (77% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 30, 2026.
View current Form ADV (SEC/IAPD) ↗