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Overview

Articles

Insights

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

Holdings

ETF Holdings

Assets

Assets

Last updated on June 12, 2019
    • $3.7B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 619
      Accounts
    • $5.9M
      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

25

name start date
Robert Sterling Killebrew
June 2009
Rebecca Streamo Eberwein
July 2019
Jeffrey Brian Vain
October 2009
Lauren Elizabeth Poe
August 2016
Samuel Porter Callard
February 2017

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    David Mark Citron Partner April, 2002 10% to 25%
    Timothy William Chase Chief Compliance Officer, Chairman, Member Of Executive Committee July, 1992 10% to 25%
    Martin Joseph Eby Member Of Executive Committee May, 1994 10% to 25%
    Paul A Speargas Chief Investment Officer & Member Of Executive Committee January, 2018 5% to 10%
    Chad Joseph Norfolk Chief Advisory Officer & Member Of Executive Committee January, 2018 less than 5%
    Todd Michael Wickwire Chief Operating Officer February, 2019 less than 5%
    Jeffrey Leigh Hill Member Of Executive Committee January, 2018 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

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