| Name | Title | Ownership | Since |
|---|---|---|---|
| Douglas Reed McLeod Control | Director/Shareholder/ President | 10-25% | 2006 |
| Gray Acker Ingle | Shareholder | Under 5% | 2023 |
| John James Crowley | Shareholder | Under 5% | 2023 |
Mitchell, McLeod, Pugh & Williams, Inc. reports $2.3 billion in regulatory assets under management on its Form ADV.
Mitchell, McLeod, Pugh & Williams, Inc. reports 16 employees.
Mitchell, McLeod, Pugh & Williams, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Phone | 251-471-2027 |
| Fax | 251-471-2302 |
| Office hours | 8:30 a.m. - 4:30p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1632105 |
| Discloses disciplinary history | No |
| Discretionary | $1.64B |
| Non-discretionary | $630.1M |
| Total (RAUM) | $2.27B |