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Overview

Articles

Insights

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

Holdings

ETF Holdings

There is no ETF holding data from this firm to display at this time.

Assets

Assets

Last updated on May 23, 2019
    • $244.8M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 509
      Accounts
    • $481.0K
      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

2

name start date
Justin Coy Jacobs
March 2010
Steven Tanner Price
November 2015

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Samuel Sean Mcgee Managing Member, Co-Ceo And Chief Investment Officer March, 2010 50% to 75%
    Justin Coy Jacobs Managing Member, Co-Ceo And Chief Financial Officer March, 2010 50% to 75%
    Joanne G Burks Chief Compliance Officer October, 2017 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Fixed Fees