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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 15, 2019
    • $2.3B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 4K
      Accounts
    • $649.3K
      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

33

name start date
Timothy Donald Kohler
September 2014
Taylor Hall Sutherland
June 2012
Craig Travis Cross
June 1989
Michelle Marie Schultz
April 2006
Patrick Anthony Kujawa
July 2012

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Langley, O'Grady & Associates, P.C. -- --

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      John Carlos Abusaid President January, 2011 10% to 25%
      Craig Travis Cross Managing Director December, 1998 less than 5%
      Russell Thomas Hill Chairman / Chief Executive Officer December, 1998 less than 5%
      Timothy Jon Anderson Managing Director October, 2006 less than 5%
      Cecilia Townsley Williams Chief Compliance Officer July, 2012 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Fixed Fees