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Overview

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Insights

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

Holdings

ETF Holdings

Name Assets
Vanguard 500 Index Fund $40,500,000
iShares Core US Aggregate Bond ETF $18,686,000
Vanguard REIT Index Fund $11,115,000
PowerShares DB US Dollar Index Bullish Fund $6,665,000
First Trust Consumer Discretionary AlphaDEX Fund $6,038,000
Vanguard Russell 2000 Index Fund $4,729,000
Technology Select Sector SPDR Fund $4,181,000
Schwab US Large-Cap ETF $3,449,000
Vanguard Tax-Managed International Fund $3,246,000
Vanguard Dividend Appreciation Index Fund $3,010,000
Guggenheim BulletShares 2017 High Yield Corporate Bond ETF $2,113,000
SPDR S&P 500 ETF Trust $2,032,000
iShares MSCI EAFE ETF $1,532,000
iShares Russell 2000 ETF $1,362,000
First Trust Large Cap Core AlphaDEX Fund $1,167,000
First Trust Health Care AlphaDEX Fund $979,000
iShares MSCI Ireland Capped ETF $860,000
Consumer Staples Select Sector SPDR Fund $821,000
iShares US Preferred Stock ETF $815,000
First Trust Consumer Staples AlphaDEX Fund $712,000
iShares Core S&P 500 ETF $647,000
iShares Select Dividend ETF $638,000
SPDR EURO STOXX 50 ETF $635,000
Utilities Select Sector SPDR Fund $616,000
iShares Russell 3000 ETF $615,000
Consumer Discretionary Select Sector SPDR Fund $612,000
Vanguard Telecommunication Services Index Fund $591,000
Guggenheim S&P 500 Equal Weight ETF $581,000
Guggenheim BulletShares 2016 High Yield Corporate Bond ETF $540,000
iShares MSCI Emerging Markets ETF $444,000
Deutsche X-trackers MSCI EAFE Hedged Equity ETF $401,000
SPDR Gold Shares $285,000
First Trust NYSE Arca Biotechnology Index Fund $283,000
Vanguard Total Stock Market Index Fund $253,000
PowerShares Buyback Achievers Portfolio $250,000
SPDR S&P Homebuilders ETF $219,000
Guggenheim BulletShares 2018 High Yield Corporate Bond ETF $207,000

    Assets

    Assets

    Last updated on June 13, 2019
      • $2.1B
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 3K
        Accounts
      • $664.7K
        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

    45

    name start date
    Miriam Sue Boysen
    January 2015
    Timothy Mark Demoss
    April 2016
    Joseph R Agee
    March 2019
    John Aaron Christensen
    April 2011
    Joseph Anthony Moore
    September 2015

      Affiliated Investment Advisors and Broker Dealers

      Name Type Total Assets
      Bluearc Capital Management, LLC -- --
      Keel Point Capital, LLC Dual Registrant --
      Keel Point Insurance Advisors, LLC -- --
      Keel Point Private Capital, LLC -- --

        Leadership

        Ownership

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

        Executives and Control Persons

        Name Title Tenure Date % Ownership
        Robert Carl Mayes Chief Executive Officer July, 2003 less than 5%
        David Melville Parks Executive Chairman January, 2015 less than 5%
        Edward Lyle Minton Chief Investment Officer January, 2015 less than 5%
        Kimberly Ruth Key Chief Compliance Officer March, 2016 less than 5%
        Sandra Hudson Stephens Chief Financial Officer February, 2016 less than 5%
        James Michael Perry Chief Operations Officer January, 2019 less than 5%
          Source: SEC

          Fees

          Types of Compensation Arrangements

          • Percentage Of Assets
          • Fixed Fees
          • Performance-Based Fees