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Overview

Articles

Insights

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

Assets

Assets

Last updated on June 13, 2019
    • $1.7B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 503
      Accounts
    • $3.5M
      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

11

name start date
Lin Gong
January 2016
Leslie Ann Harrison
January 2016
Joseph Levesque
January 2017
James Earl Mahoney
January 2016
Casey Martin Oliver Jackson
October 2019

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Stephen John Goodwin Llc Managing Member November, 2005 10% to 25%
    Scott R. Butterfield Llc Managing Member April, 2006 10% to 25%
    Conrad H. Gehrmann Llc Managing Member April, 2006 10% to 25%
    Teresa L. Lamar Llc Member December, 2009 5% to 10%
    James Earl Mahoney Llc Member, Chief Operating Officer January, 2014 5% to 10%
    Brian R. Johnson Llc Member January, 2019 5% to 10%
    Jerry Thomas Peters Llc Member, Chief Investment Officer January, 2019 5% to 10%
    Leslie Ann Harrison Chief Compliance Officer March, 2014 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges
      • Fixed Fees