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Overview

Articles

Insights

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

Assets

Assets

Last updated on May 26, 2019
    • $226.4M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 119
      Accounts
    • $1.9M
      Estimated Average Account Balance

Services

Firm Services

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

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

1

name start date
Kent Robert Seymour
June 2014

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Kent Robert Seymour President, Chief Compliance Officer September, 2002 50% to 75%
    Tracey Sealer Seymour Chief Financial Officer September, 2002 50% to 75%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges
      • Performance-Based Fees
      • Other