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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. 28, 2019
    • $2.0B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 4K
      Accounts
    • $582.3K
      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

20

name start date
Richard Clayton Erwin
March 2013
Christian Drew Patterson
July 2018
Matthew Joseph Ventura
January 2016
Jared Brandon Snider
April 2014
Timothy Michael Courtney
March 2008

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    John Forrest Burns Chief Executive Officer And Elected Manager January, 2018 less than 5%
    Timothy Michael Courtney Chief Investment Officer January, 2015 less than 5%
    Caleb John Dillard Chief Operations Officer July, 2017 less than 5%
    Derek S Northup Chief Financial Officer January, 2018 less than 5%
    Marshall James Welke Chief Compliance Officer & Director Of Operations August, 2019 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges
      • Fixed Fees
      • Other