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Overview

Articles

Insights

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

Assets

Assets

Last updated on March 29, 2017
    • $629.7M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 2K
      Accounts
    • $410.8K
      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

6

name start date
Barry Dean Wynn
March 2009
Camp Rooker Wynn
March 2009
Henry Walter Barre
June 2013
Bert Dixon Barre
April 2009
Bradley K Humphries
October 2015

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Colonial Trust Company -- --

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Barry Dean Wynn President January, 1996 less than 5%
      Henry Walter Barre Chief Operating Officer January, 1996 less than 5%
      Bert Dixon Barre Chief Compliance Officer/Executive Vice President September, 2005 less than 5%
      Camp Rooker Wynn Executive Vice President January, 2007 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Fixed Fees