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Overview

Articles

Insights

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

Assets

Assets

Last updated on Sept. 1, 2017
    • $2.8B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 4K
      Accounts
    • $721.6K
      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

47

name start date
William Charles Metzger
November 2002
Bronson Lyle Verhines
March 2018
Amanda Harkrider
July 2019
Steven Louis Toomey
November 2002
Willard Daniel Smith
November 2017

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Bkd Capital Advisors, LLC Broker-Dealer --
    Bkd, LLP -- --

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Jack Everett Thurman President December, 2001 less than 5%
      Michael Wayne Burlew Regional Managing Partner June, 2008 less than 5%
      Jeffrey Allen Layman Chief Investment Officer April, 2008 less than 5%
      Steven Louis Toomey Principal June, 2006 less than 5%
      Nicole Danielle Conklin Chief Compliance Officer October, 2013 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees