Back to top

Overview

Articles

Insights

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

Holdings

ETF Holdings

There is no ETF holding data from this firm to display at this time.

Assets

Assets

Last updated on June 16, 2019
    • $990.8M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 3K
      Accounts
    • $313.5K
      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

11

name start date
Jason Branning, CFP®
April 2013
Christopher William Knight
January 2018
Daniel Gray Yeoman
November 2012
Aaron Joel Salter
January 2018
Kelly Jarrod Jennings
March 2015

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Stephen Jared Huxley Member/Manager/Chief Investment Strategist October, 2009 25% to 50%
    John Brent Burns Member/Manager/President/Chief Compliance Officer October, 2009 25% to 50%
    Daniel Gray Yeoman Member/Manager/Director Of Operations October, 2012 10% to 25%
    Jeremy Dana Fletcher Member/Manager/Director Of Investments And Portfolio Risk Management October, 2011 10% to 25%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Fixed Fees