Pettus & Dawkins Financial Group, LLC

Overview

Pettus & Dawkins Financial Group, LLC is a small, client-focused RIA that manages portfolios primarily for individuals and families, with some services for small businesses. The firm runs discretionary portfolio management across a compact book of business and leans heavily on public funds and mutual funds as core building blocks. Fee arrangements are flexible — the firm charges a percentage of AUM and also offers hourly and fixed-fee engagements — which suggests a mix of ongoing portfolio management and project-based planning work. The firm is not positioned as an ESG-focused manager and is structured as an individually owned LLC. It maintains an affiliation with an insurance company, which is reflected in the use of annuities among client solutions. Pettus & Dawkins Financial Group, LLC does not self-manage third-party capital as an allocator, but it does place client capital with external managers when alternatives or private placements are appropriate.

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Investments & Alternatives

Location & Offices