Minis & Company

Minis & Company (CRD# 145238) is a financial advisory firm headquartered in Savannah, GA. They manage $538,511,606 in 278 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    539
    MILLION
  • Total Number of Accounts
    278
    ACCOUNTS
  • Average Account Value
    $1,937,092
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, FL, GA, NY, PA, SC, TX

Financial Advisors at Minis & Company
Showing 1 - 4 of 4 top financial advisors.
1
Mark I. Allen
CRD#: 2410852
25 Bull Street, Suite 502, Savannah, GA 31401
96
Wealthminder
score

Mark Allen (CRD# 2410852) is an Investment Advisor Representative working at Minis & Company in Savannah, GA and has over 18 years of experience in the finance industry. Mark Allen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Brian A. Barker
CRD#: 4263994
200 East Broad Street, Suite 100, Greenville, SC 29601
96
Wealthminder
score

Brian Barker (CRD# 4263994) is an Investment Advisor Representative working at Minis & Company in Greenville, SC and has over 17 years of experience in the finance industry. Brian Barker has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Charles A. Williams
CRD#: 2682231
200 East Broad St, Suite 100, Greenville, SC 29601
96
Wealthminder
score

Charles Williams (CRD# 2682231) is an Investment Advisor Representative working at Minis & Company in Greenville, SC and has over 21 years of experience in the finance industry. Charles Williams has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
David M. Kirkpatrick
CRD#: 6578390
520 Gervais St, Columbia, SC 29201
90
Wealthminder
score

David Kirkpatrick (CRD# 6578390) is an Investment Advisor Representative working at Minis & Company in Columbia, SC and has 1 year of experience in the finance industry. David Kirkpatrick has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.