Kyle Pugh
Mitchell, Mcleod, Pugh & Williams · Mobile, Alabama
Kyle Pugh is a fee-only financial advisor at Mitchell, Mcleod, Pugh & Williams in Mobile, Alabama. Mitchell, Mcleod, Pugh & Williams reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Mitchell, Mcleod, Pugh & Williams |
|---|---|
| Based in | Mobile, Alabama |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $2.66B across 2,420 accounts |
| SEC registration | Investment adviser representative in AL · CRD 4624873 |
| Exams passed | Series 65 (2002) |
| Firm size | 17 employees |
| Disclosures | None reported |
| Website | mmpw.com |
How Kyle's firm compares
- Mitchell, Mcleod, Pugh & Williams's average account is about $1.1 million, from its Form ADV (assets managed divided by 2,420 accounts).
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Questions about Kyle
Is Kyle Pugh a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kyle holds no broker registration, and Mitchell, Mcleod, Pugh & Williams reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kyle charge for financial advice?
Kyle's firm, Mitchell, Mcleod, Pugh & Williams, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Kyle Pugh based?
Kyle Pugh is based in Mobile, Alabama.
Is Kyle Pugh registered with the SEC?
Yes. Kyle Pugh is registered as an investment adviser representative in AL (CRD 4624873), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Mitchell, Mcleod, Pugh & Williams manage?
Mitchell, Mcleod, Pugh & Williams reports $2.66B across 2,420 accounts in assets under management.
How do I contact Kyle Pugh?
Through Kyle's website, mmpw.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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