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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 13, 2019
    • $2.3B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 288
      Accounts
    • $8.1M
      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

3

name start date
Matthew Sullivan Delaney
December 2009
Billy Joe Webster
December 2009
Marc Alexander Hembrough
December 2009

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Billy Joe Webster Managing Member And Chief Compliance Officer September, 2009 25% to 50%
    Marc Alexander Hembrough Member September, 2009 25% to 50%
    Matthew Sullivan Delaney Member September, 2009 25% to 50%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges
      • Fixed Fees