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Overview

Articles

Insights

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

Assets

Assets

Last updated on June 13, 2019
    • $543.2M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 951
      Accounts
    • $571.1K
      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

5

name start date
Bryan Wilkinson Lester
August 2018
Darren Mark Anderson
February 2019
Raymond William Bergman
November 2009
Michael Terence Turner
July 2002
Buddie Cloys Ballard
September 2002

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Buddie Cloys Ballard Managing Partner September, 2002 50% to 75%
    Michael Terence Turner Managing Partner / Chief Compliance Officer June, 2002 50% to 75%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Fixed Fees