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Overview

Articles

Insights

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

Assets

Assets

Last updated on Feb. 8, 2020
    • $342.2M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 294
      Accounts
    • $1.2M
      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

6

name start date
David A Jeffress
December 2019
Nancy Caven Tengler
December 2019
Katherine Marie Mach
November 2019
Michael Joseph Madzin
June 2007
John Stanley Rogers
December 2006

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Butcherjoseph & Co. LLC IAR $0
    Butcherjoseph Asset Management, LLC IAR $33,409,070
    Mosaic Capital Investors, LLC -- --
    Mosaic Capital Partners, LLC -- --
    One Tree Hill Gp LLC -- --
    Red Barchetta Gp LLC -- --
    Sable Capital LLC Broker-Dealer --

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Jonathan E Curley Chief Executive Officer And Chief Compliance Officer November, 2019 less than 5%
      Arthur Betz Laffer Chief Operating Officer November, 2019 less than 5%
      Nancy Caven Tengler Chief Investment Officer November, 2019 less than 5%
      Katherine Marie Mach Assistant Compliance Officer November, 2019 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets