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Overview

Articles

Insights

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

Holdings

Assets

Assets

Last updated on June 6, 2019
    • $3.7B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 6K
      Accounts
    • $582.3K
      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

33

name start date
Joseph Matthew Patane
March 2005
Larry L Guess
March 2017
Benjamin Jakob Schwartz
January 2015
Wesley James Leftwich
July 2019
J. Christopher Kerckhoff
April 2000

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Brightplan LLC IAR $2,499,460

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Sayed Mohammed Darwish Chief Compliance Officer / Chief Legal Officer November, 2017 less than 5%
      Larry Peter George Robinson Elected Manager May, 2017 less than 5%
      Marthin Frederick De Beer Elected Manager May, 2017 less than 5%
      J. Christopher Kerckhoff President And Elected Manager July, 2010 less than 5%
      Lawrence John Legrand Vice Chairman, Chief Financial Officer And Elected Manager July, 2010 less than 5%
      Steven Norman Frank Vice Chairman And Elected Manager July, 2010 less than 5%
      Jeffrey Travis Buckner Chairman, Chief Investment Officer And Elected Manager July, 2010 less than 5%
      Wesley Warren Garton Chief Administrative Officer December, 2014 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees