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Last updated on June 12, 2019
    • $3.4B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 3K
    • $1.1M
      Estimated Average Account Balance


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.


Current Advisors

# of advisors


name start date
Jeffrey Gilbert Marsted
January 1996
Cameron Horatio Burns
October 2011
Thomas Denney Sargent
October 2000
Carlton Russell Copp
January 1999
Joshua Oulund Peteet
December 2015



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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Robert Holmes Bradley Chairman July, 1994 25% to 50%
    Jeffrey Gilbert Marsted Principal October, 1995 10% to 25%
    Timothy Hatherly Foster Principal July, 1994 10% to 25%
    Keith Glenn Larose Principal February, 2000 5% to 10%
    Thomas Denney Sargent Principal July, 2000 5% to 10%
    Stephen Leslie Willcox President/Ceo December, 2016 less than 5%
    John Ross Gilbert Principal September, 2014 less than 5%
    Robert Allen Penney Principal September, 2013 less than 5%
    Gregory Michael Miller Principal September, 2013 less than 5%
    William Ravenel Peelle Principal October, 2011 less than 5%
    Cameron Horatio Burns Principal October, 2011 less than 5%
    Felicia Mary Lazor Principal January, 2011 less than 5%
    Nancy Ward Donadio Senior Operations Officer March, 2004 less than 5%
    David Paul Korzendorfer Principal January, 2010 less than 5%
    Charles Jerome Herbert Principal January, 2008 less than 5%
    John Michael Kirschner Chief Financial Officer/Chief Compliance Officer March, 2017 less than 5%
      Source: SEC


      Types of Compensation Arrangements

      • Percentage Of Assets
      • Fixed Fees