Back to top

Overview

Articles

Insights

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

Assets

Assets

Last updated on June 5, 2019
    • $1.3B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 4K
      Accounts
    • $359.4K
      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

17

name start date
Max Weldon Greer
June 1987
Kevin Patrick Amey
February 2019
Jacob S Barnes
September 2013
John Alan Meier
May 1998
Michael Lynn Best
March 2009

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    CPA -- --
    Fas Corp. Broker-Dealer --
    John A. Meier Pc -- --

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Kristy L Rocker Trustee June, 2007 less than 5%
      Barnabas D Horton Trustee June, 2006 less than 5%
      Michelle Horton Trustee June, 2006 less than 5%
      Michael Lynn Best Trustee January, 2016 less than 5%
      Max Weldon Greer Trustee May, 1987 less than 5%
      James Gerard Dussold Trustee May, 1996 less than 5%
      John Alan Meier Trustee January, 1998 less than 5%
      Scott Anthony Sadaro Trustee June, 2007 less than 5%
      Anna Barnes Trustee April, 2014 less than 5%
      Ann Fischer Best Trustee January, 2016 less than 5%
      Jacob S Barnes Trustee April, 2014 less than 5%
      John T Meier Trustee November, 2015 less than 5%
      Carol D Sloan Chief Compliance Officer March, 2004 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees