Mitchell, McLeod, Pugh & Williams, Inc.
● SEC registered since 2006CRD 138240SEC# 801-65005
Reg. AUM
$2.66B
Employees
15
Accounts
2,420
Location
—
Mitchell, McLeod, Pugh & Williams, Inc. assets under management
Mitchell, McLeod, Pugh & Williams, Inc. is an SEC-registered investment adviser. The firm has been registered since 2006. It reports $2.7 billion in regulatory assets under management and employs 15 people.
Mitchell, McLeod, Pugh & Williams, Inc. owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Douglas Reed McLeod Control | Director/Shareholder/ President | 10-25% | 2006 |
| Gray Acker Ingle | Shareholder | Under 5% | 2023 |
| Katherine Mehlburger McGinley | Chief Compliance Officer/Shareholder | 5-10% | 2006 |
See all 8 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Mitchell, McLeod, Pugh & Williams, Inc. manage?
Mitchell, McLeod, Pugh & Williams, Inc. reports $2.7 billion in regulatory assets under management on its Form ADV.
How many employees does Mitchell, McLeod, Pugh & Williams, Inc. have?
Mitchell, McLeod, Pugh & Williams, Inc. reports 15 employees.
Does Mitchell, McLeod, Pugh & Williams, Inc. disclose fund performance?
Mitchell, McLeod, Pugh & Williams, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$2.66B▲ 17%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 19%
Larger than 81% of 16,271 advisers
EmployeesTop 30%
More than 70% of 16,825 advisers
Assets under management
$2.66Bregulatory AUM
Discretionary $1.91BNon-discretionary $749.9M