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Overview

Articles

Insights

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

Assets

Assets

Last updated on Sept. 12, 2019
    • $3.0B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 6K
      Accounts
    • $529.8K
      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

77

name start date
Gil Aaron Beer
January 2011
Timothy Vaughn Myers
August 2013
Joshua Scott Hasselbach
July 2015
Gayle Ann Terry
November 2017
Emily Eisenhauer
November 2019

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Usca Asset Management LLC IAR $86,696,778
    Usca Badger Midstream Management LLC -- --
    Usca Bpcap Gp LLC -- --
    Usca Cr Fund II Gp LLC -- --
    Usca Insurance Agency LLC -- --
    Usca Investment Holdings LLC -- --
    Usca Ll&B Co-Investment Gp LLC -- --
    Usca Ll&B Co-Investment II Gp LLC -- --
    Usca Municipal Advisors LLC -- --
    Usca Real Estate Ventures Gp I LLC -- --
    Usca Resource Minerals Co-Investment I Gp -- --
    Usca Securities LLC Broker-Dealer --
    Usca Sevgen LLC -- --
    Usca Tailwater Midstream Gp LLC -- --

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Therese Surprenant General Counsel December, 2010 less than 5%
      Patrick Michael Mendenhall Managing Partner July, 2010 less than 5%
      David Michael King Managing Partner January, 2011 less than 5%
      Christopher Robert Arnold Chief Financial Officer December, 2017 less than 5%
      Elizabeth Courtney Bowling Chief Compliance Officer May, 2019 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Fixed Fees