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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 26, 2020
    • $26.2B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 65K
      Accounts
    • $403.3K
      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

1,560

name start date
Shane Patrick Hendren
January 2018
Sandra Strom Centa
July 2019
Felicia Rene Walton
October 2012
Suzanne Michelle Christian
June 2017
Owen Montgomery Wilson
August 2018

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Bb&T Institutional Investment Advisers, Inc. IAR $7,333,665,335
    Crump Life Insurance Services, Inc -- --
    Genspring Family Offices, LLC IAR $233,445,142
    McGriff Insurance Services -- --
    P.J. Robb Variable Corporation Broker-Dealer --
    Precept Advisory Group LLC IAR $3,752,953,041
    Sterling Capital (Cayman) Limited -- --
    Sterling Capital Management LLC IAR $56,888,940,832
    Suntrust Advisory Services LLC IAR $24,882,137,504
    Suntrust Delaware Trust Company -- --
    Suntrust Investment Services, Inc. Dual Registrant $10,443,202,992
    Suntrust Robinson Humphrey, Inc. Broker-Dealer $1,350,000,000
    Truist Bank -- --

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      William Rufus Iii Yates Chairman Board Of Managers January, 2019 less than 5%
      Bryan Scott Cram Chief Executive Officer/Board Of Managers January, 2019 less than 5%
      Tonya Belfield Tyson Principal Operations Officer October, 2018 less than 5%
      Olga Rip Principal Financial Officer October, 2018 less than 5%
      Lloyd Daniel Francis Board Of Managers March, 2018 less than 5%
      Wayne Clark Griffin Rop April, 2017 less than 5%
      Thomas Michael Clark Board Of Managers February, 2015 less than 5%
      John Bernard Jr Jung Sr Managing Director/Head Of Capital Markets /Board Of Managers January, 2013 less than 5%
      Michael Cole Owen Senior Managing Director/Regional Manager January, 2013 less than 5%
      Alexander Wilson Cecil Chief Compliance Officer/Board Of Managers January, 2013 less than 5%
      Michael Douglas Ball Senior Managing Director/Regional Manager January, 2013 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Fixed Fees