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Overview

Holdings

ETF Holdings

There is no ETF holding data from this firm to display at this time.

Assets

Assets

Last updated on May 9, 2019
    • $82.5M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 302
      Accounts
    • $273.2K
      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

2

name start date
Randy Brunson
July 2006
Sandra Marie Leroux
September 2016

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Randy Ray Brunson President & Chief Compliance Officer February, 2006 50% to 75%
    Charles Reavis Investor October, 2006 25% to 50%
    Donna Swiger Cooper Investor March, 2006 5% to 10%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Fixed Fees