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Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

Assets

Assets

Last updated on March 25, 2017
    • $2.0B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 2K
      Accounts
    • $1.1M
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

Advisors

Current Advisors

# of advisors

12

name start date
Jonathan Edward Morris
June 2008
Walker Winfree Phillips
October 2015
Henry Upham Harris
January 2008
Caroline Shaw Oliver
January 2010
Michael Preston Disharoon
June 2012

    Leadership

    Ownership

    There is no ownership data available to display at this time.

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Katherine Clay Willis Director January, 2012 25% to 50%
    James Johnston Izard Director January, 2012 25% to 50%
    Dickinson Barksdale Phillips Director January, 2012 10% to 25%
    Henry Upham Harris Director January, 2012 10% to 25%
    Nancy Elizabeth Renshaw Chief Compliance Officer April, 2009 less than 5%
    Kristen Marie Potter Chief Operating Officer January, 2012 less than 5%
    Rhonda Wadsworth Robinett Chief Administrative Officer January, 2012 less than 5%
    William Whidden Horner Chief Financial Officer December, 2017 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges
      • Fixed Fees
      • Other