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Overview

Articles

Insights

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

Assets

Assets

Last updated on May 9, 2019
    • $3.5B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 6K
      Accounts
    • $625.2K
      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

39

name start date
David Scott Fisher
March 2003
Cameron Bryan Craig
December 2017
Blair Chapman Cunningham
April 2003
Russell Bennett Cearley
August 2014
John Daniel Thacker
June 2019

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Frazier & Deeter -- --

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Jeffrey S. Peller Member January, 2000 10% to 25%
      Blair Chapman Cunningham Member December, 2002 10% to 25%
      Douglas William Liptak Member January, 2000 10% to 25%
      David Scott Fisher Member January, 2000 10% to 25%
      David A. Deeter Member June, 1997 10% to 25%
      Lusby Iii Roger W. Member June, 1997 5% to 10%
      Megan Rebecca Peller Member January, 2016 5% to 10%
      Jefery Ronald Miller Member June, 1997 5% to 10%
      Daniel Mark Dubay Member September, 2013 less than 5%
      Jeremy Daniel Jones Member July, 2014 less than 5%
      Ronny Lloyd Greer Member July, 2014 less than 5%
      David Ames Daniell Member July, 2014 less than 5%
      Victoria Kent Shackley Member January, 2015 less than 5%
      Russell Bennett Cearley Member January, 2015 less than 5%
      Charles Gerald Gray Member September, 2013 less than 5%
      James Minton Boone Member September, 2013 less than 5%
      Tyler Dorsey Reams Member January, 2016 less than 5%
      Eric William Frasier Member January, 2015 less than 5%
      Maria Chapman Mccool Member January, 2016 less than 5%
      Blake Morgan Williams Member January, 2019 less than 5%
      James Frederick Loyd Member January, 2019 less than 5%
      Matthew B. Barber Member January, 2019 less than 5%
      Richard R Atkins Member January, 2019 less than 5%
      Thomas Walter Clarke Member January, 2019 less than 5%
      Jamie Mccusker Gentry Member June, 2009 less than 5%
      Kris Moss Spain Member January, 2017 less than 5%
      Elizabeth Jean Garrett Member January, 2017 less than 5%
      Philip Chisom Beatty Member September, 2013 less than 5%
      Frank Dallas Strickland Member May, 2012 less than 5%
      Robert Kameron Besson Member January, 2004 less than 5%
      Chris Etheridge Member January, 2001 less than 5%
      D. Shawn Fowler Member June, 1997 less than 5%
      Andy Burnett Member January, 2003 less than 5%
      Terri Lawson Member January, 2002 less than 5%
      Karen Thurman Member January, 2002 less than 5%
      Rhonda C Striplin Member January, 2002 less than 5%
      Frazier Jr. James F Member June, 1997 less than 5%
      Jeremy Lee Sperring Chief Financial Officer / Member March, 2004 less than 5%
      Charles Spencer Zimmerman Member January, 2005 less than 5%
      Wayne Dale Reid Member January, 2005 less than 5%
      James Earl Tally Member July, 2012 less than 5%
      Heather A Robertson Fortner Chief Compliance Officer (Cco) / Member March, 2006 less than 5%
      Stephen Todd Sheets Member June, 2009 less than 5%
      Elizabeth Page Harty Member July, 2008 less than 5%
      William Andrew Godshall Member January, 2008 less than 5%
      Linda Schaeffer Member January, 2008 less than 5%
      Jason Meadows Member January, 2008 less than 5%
      William Seth Mcdaniel Member August, 2006 less than 5%
      Ruth Ann Bartlett Member June, 1997 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees