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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 16, 2019
    • $979.0M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 1K
      Accounts
    • $757.2K
      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

13

name start date
Brian Alton Rudisill
February 2011
Cynthia Hall Bernart
December 2017
James Russell Harlow
June 2012
Christopher Todd Patton
August 2007
Amanda Kathryn Standard
July 2019

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Don Ellsworth Olmstead Managing Member/Managing Director December, 1999 25% to 50%
    William Girroir Baynard Managing Member/Managing Director December, 1999 10% to 25%
    John Whitfield Wilks Member/Director January, 2012 5% to 10%
    William Gurley Staton Member/Senior Director September, 2017 5% to 10%
    Anne Jones Mcphail Member/Director January, 2012 less than 5%
    Linda Lathan Walden Srvp/Chief Compliance Officer March, 2015 less than 5%
    Christopher Todd Patton Senior Vice President January, 2019 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Fixed Fees