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Overview

Articles

Insights

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

Holdings

ETF Holdings

Assets

Assets

Last updated on Sept. 6, 2019
    • $1.3B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 3K
      Accounts
    • $395.3K
      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

25

name start date
Karl Eugene Krueger
March 2015
David Celso Gonzalez
October 2019
Latika R Tillis
September 2013
James Allen Atkinson
March 2019
Oanh Kim Ton
November 2018

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Sta Insurance Agency, LLC -- --
    Sta Real Estate Company, LLC -- --
    Streettalk Insurance Group, LLC -- --

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Michael Anthony Smith Partner / President October, 2002 25% to 50%
      James Luke Patterson Partner /Ceo / Chief Investment Officer September, 2010 25% to 50%
      Hope Marie Edick Chief Compliance Officer August, 2011 less than 5%
      Mary Katherine Yarber Chief Financial Officer January, 2018 less than 5%
      James Allen Atkinson Chief Operating Officer February, 2019 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees
        • Other