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Overview

Articles

Insights

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

Assets

Assets

Last updated on Oct. 5, 2017
    • $278.1M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 2K
      Accounts
    • $150.8K
      Estimated Average Account Balance

Services

Firm Services

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

Firm Client types

Advisors

Current Advisors

# of advisors

7

name start date
Christopher Jay Buck
June 2011
Dana Lee Hypes
June 2011
Nicholas Michael Stebner
June 2011
Kameron T Smith
October 2014
Joshua Mark Johnson
June 2011

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Dana Lee Hypes Chief Executive Officer January, 2006 75% or more
    Tyrone Conway Phillippi President/ Chief Compliance Officer January, 2006 25% to 50%
    Christopher Jay Buck Vice President July, 2007 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges
      • Fixed Fees