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Overview

Articles

Insights

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

Assets

Assets

Last updated on Aug. 31, 2017
    • $160.1M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 221
      Accounts
    • $724.5K
      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

4

name start date
James Ronald Delay
September 2012
Dawn Elizabeth Slaughter
May 2014
George Michael Prugh
January 2007
Jonathan Michael Atkins
August 2011

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Circle Investment Counselors, LLC -- --

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Susan Callan Pitts Owner And Chairman Of The Board August, 2017 75% or more
      George Michael Prugh Vice President April, 1992 less than 5%
      Jonathan Michael Atkins Chief Compliance Officer November, 2011 less than 5%
      James Ronald Delay President August, 2017 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Fixed Fees