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Overview

Articles

Insights

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

Assets

Assets

Last updated on March 23, 2017
    • $714.3M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 836
      Accounts
    • $854.4K
      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

9

name start date
Thomas Edward Cartee
February 2005
Phu Minh O
November 2013
Zolly Cornell Bowden
January 2005
Trent Ryan Sheets
March 2014
Paul Thomas Anthony
February 2005

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    John Richard Sheets President October, 1982 50% to 75%
    Trent Ryan Sheets Wealth Manager May, 2013 10% to 25%
    Stephen Todd Sheets Minority Owner December, 2015 10% to 25%
    David Beeler Gilbert Executive Vice President June, 1995 less than 5%
    Paul Thomas Anthony Chief Compliance Officer March, 2005 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges
      • Fixed Fees