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Overview

Articles

Insights

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

Holdings

ETF Holdings

Name Assets
SPDR S&P 600 Small Cap Value ETF $504,364,000

    Assets

    Assets

    Last updated on Nov. 24, 2019
      • $448.2M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 385
        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
    Robert Wiliam Moore
    May 2019
    Thomas Wayne Hayes
    May 2019
    Jochen Kurt Talmon
    May 2019
    David Monroe Poarch
    May 2019
    Robert Brett Kramer
    May 2019

      Affiliated Investment Advisors and Broker Dealers

      Name Type Total Assets
      Native American Fund Advisors LLC IAR $148,700,718

        Leadership

        Ownership

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

        Executives and Control Persons

        Name Title Tenure Date % Ownership
        David Monroe Poarch Managing Partner/Chief Compliance Officer February, 1996 10% to 25%
        Robert Brett Kramer Managing Partner February, 1996 10% to 25%
        Susan Hoke Smith Burghart Member January, 2007 5% to 10%
        William Sherman Smith Member January, 2007 5% to 10%
        James Andrew Posey Member January, 2007 5% to 10%
        Brent Wray Wright Member January, 2007 5% to 10%
        Ross Owen Swimmer Partner June, 2009 less than 5%
        Lamont Edward Cavanaugh Partner January, 2007 less than 5%
        Aimee N Boyer Partner January, 2017 less than 5%
        Timothy Steven Posey General Counsel November, 1996 less than 5%
        Carol Virginia Poarch Partner December, 1998 less than 5%
        Dorothy L Roberts Partner March, 1996 less than 5%
        Edward V. Roberts Partner March, 1996 less than 5%
          Source: SEC

          Fees

          Types of Compensation Arrangements

          • Percentage Of Assets
          • Hourly Charges
          • Performance-Based Fees