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.

You can reach the main office by calling the phone number 434-845-1266 or by fax 434-845-2904. The normal business hours are 8:30 a.m.to 5:00 p.m. on Monday - Friday.