Back to top

Overview

Articles

Insights

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

Assets

Assets

Last updated on Feb. 2, 2017
    • $1.0B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 659
      Accounts
    • $1.6M
      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

20

name start date
John Akin Melville
February 2001
Elizabeth Marchal Green
February 2003
Nicholas Edmund Roth
April 2018
Jeffrey Ryan English
June 2016
Anthony Robert Luckhardt
December 2008

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Ralph Jacob Scherer Shareholder & Director December, 2001 10% to 25%
    Lucas Parker Hail Shareholder & Director January, 2006 10% to 25%
    Elizabeth M Green Secretary, Shareholder & Director January, 2006 10% to 25%
    David Alan Foster Shareholder January, 1997 10% to 25%
    William Mark Motley Chairman, Shareholder & Director January, 1997 10% to 25%
    Paul David Staubach President And Treasurer, Shareholder & Director January, 2005 10% to 25%
    Anthony Robert Luckhardt Shareholder & Director January, 2012 less than 5%
    Lawrence James Bernhard Chief Compliance Officer January, 2011 less than 5%
    Zachary Tyler Horn Shareholder January, 2015 less than 5%
    David J Nienaber Shareholder January, 2015 less than 5%
    John Akin Melville Shareholder March, 2003 less than 5%
    Thomas J. Guidi Shareholder & Director January, 2012 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges
      • Fixed Fees