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Overview

Articles

Insights

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

Assets

Assets

Last updated on Nov. 16, 2019
    • $1.6B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 3K
      Accounts
    • $498.7K
      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

7

name start date
Joshua Lee Smith
April 2011
Kent Michael Elwell
October 2018
Kevin Glenn Simpson
April 2011
Jeffrey Alan Carney
July 2012
John Garett Watkins
September 2015

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Capital Rock Insurance, LLC -- --
    Naples Wealth Planning -- --

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Kevin Glenn Simpson President, Member April, 2005 50% to 75%
      Joanna M Irons Member April, 2005 50% to 75%
      Brian Joseph Bruneau Chief Compliance Officer May, 2017 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets