Skip to the page
Get started free

Data / Investment advisers / Serving charitable organizations / Mississippi

Investment advisers in Mississippi serving charitable organizations: 20 firms

Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.

20 SEC registered investment advisers with a main office in Mississippi report charitable organizations among their clients in Form ADV item 5.D, and together they attribute $744 million of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Hardy Reed, LLC.

The request: Every investment adviser in Mississippi that serves charitable organizations, with AUM, phone and website. $10 of work on sign-up, no card.

Get charitable organizations advisers in MississippiWatch new advisers in Mississippi

SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.

  • 20Advisers
  • $744 millionAUM from this client type
  • 20Advisers over $100 million
  • November 2, 2026File date

Advisers in Mississippi serving charitable organizations

Ranked by the AUM the adviser attributes to this client type. Each row links to the firm page where it has one, and to its SEC record.

AdviserCityClients of this typeAUM from this typeTotal AUMSource
Hardy Reed, LLCTupelo15$326.9 million$2.89 billionadviserinfo.sec.gov
Smith Shellnut WilsonRidgeland25$269.1 million$6.92 billionadviserinfo.sec.gov
Barnes Pettey Financial Advisors, LLCClarksdale18$41.5 million$1.31 billionadviserinfo.sec.gov
Peregrine Investment Advisors, LLCMadisonFewer than 5$12.4 million$368.4 millionadviserinfo.sec.gov
Legacy Wealth Management, LLCRidgeland1$11.3 million$458.6 millionadviserinfo.sec.gov
Mascagni Wealth Management, Inc.Clinton6$11.1 million$424.5 millionadviserinfo.sec.gov
Element Wealth, LLCRidgeland3$11.1 million$743.7 millionadviserinfo.sec.gov
Argent Wealth, LLCRidgeland7$11.1 million$487.3 millionadviserinfo.sec.gov
Fruge' Capital Advisors, LLC (Formerly Oxford Investment Adv)Oxford3$9.8 million$141.2 millionadviserinfo.sec.gov
New Perspectives, Inc.Ridgeland9$7.5 million$308.7 millionadviserinfo.sec.gov
Lee-Way Financial Services, IncHattiesburg4$5.9 million$132.1 millionadviserinfo.sec.gov
Mag CapRidgeland8$5.9 million$1.69 billionadviserinfo.sec.gov
Resolute Wealth Strategies, LLCJackson2$5.5 million$387.6 millionadviserinfo.sec.gov
Trinity Capital InvestorsJackson3$4.2 million$458.3 millionadviserinfo.sec.gov
Inman Jager Wealth Management, LLCHattiesburgFewer than 5$3.5 million$225 millionadviserinfo.sec.gov
Langley Wealth Management, LLCCorinth1$2.7 million$370.6 millionadviserinfo.sec.gov
Bankplus Wealth AdvisorsJackson3$1.8 million$263.8 millionadviserinfo.sec.gov
Gainspoletti Wealth PlannersClevelandFewer than 5$1.4 million$127 millionadviserinfo.sec.gov
Ballew Advisors IncJackson2$812,137$1.30 billionadviserinfo.sec.gov
Financial ConceptsColumbus4$770,009$1.09 billionadviserinfo.sec.gov

Also on SpecStream

Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.