Pettyjohn Co (Lynchburg)

Pettyjohn Co is a large advisory firm based in Lynchburg. It manages $364.69 million of regulatory assets for 730 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida, New Hampshire, New York, and 4 other states.

Pettyjohn provides financial planning services and portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Pettyjohn: assets under management

The assets under management (AUM) of Pettyjohn Co is $364.69 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 53% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $364.69 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $499.57 thousand each.

Pettyjohn has custody of $16.25 million in cash and securities for 452 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Pettyjohn Co for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Pettyjohn Co

Joyce Hawkins Williams has been acting as President since 1 Apr 1991. Eric J Sorenson joined the executive team most recently as the Director/Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Carl Stern	Director	1 Mar 1978	Other	4346735
William M. Greenwood	Chairman board directors	1 Dec 1987	Other	4343623
William N Mays	Vice president/director	1 Nov 1988	25% - 50%	1978662
John D Doyle	President/director	1 Nov 1988	25% - 50%	1715161
Karin W. Doyle	Shareholder	1 Dec 1988	Other	4346400
Joyce Hawkins Williams	Director	1 Apr 1991	Other	467981
William N Mays	Vice president/director/secty/treas	1 Dec 2000	25% - 50%	1978662
John D Doyle	President/director/cco	1 Oct 2004	25% - 50%	1715161
James Wyatt Poats	Vice president	1 Sep 2005	Other	1287045
Thomas Daniel Gerhardt	Vice president	1 Sep 2005	Other	3140220
Massie Glover Ware	Vice president	1 Sep 2005	Other	2519141
William N Mays	Director/secty	1 Sep 2005	Other	1978662
Brian K Blankinship	Vice president	1 Sep 2005	Other	2519141
William N Mays	Director/secty	1 Dec 2005	Other	1978662
William N Mays	Director/secty/chairman	1 Dec 2006	Other	1978662
Darryl D Whitesell	Director	1 Dec 2006	Other	5283762
Brian Kevin Blankinship	Account administrator	1 Jul 2007	Other	3148959
Brian Kevin Blankinship	Vice president	1 Dec 2011	Other	3148959
Eric J Sorenson	Director/chief compliance officer	1 Dec 2012	Other	6149887
Gorham Barney Wood	Director/president/shareholder	1 Dec 2012	50% - 75%	2400379
Charles Baber White	Director/secretary-treasurer/shareholder	1 Dec 2012	50% - 75%	3023642
William N Mays	Director/vice chairman of the board/asst secretary	1 Dec 2012	Other	1978662
John D Doyle	Chairman/chairman of the board	1 Dec 2012	Other	1715161

Based in Lynchburg

The principal office where Pettyjohn Co performs its advisory services is located at 1925 Atherholt Road, Lynchburg, VA 24501 The mailing address of the firm is P. O. Box 310, Lynchburg, VA 24505. It doesn’t run an office outside of the United States.