Back to top

Overview

Articles

Insights

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

Holdings

Assets

Assets

Last updated on May 19, 2019
    • $1.5B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 152
      Accounts
    • $10.2M
      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

2

name start date
Blaine Preston Rollins
June 2011
Mark Frederick Jaeger
May 2017

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Blaine Preston Rollins Member March, 2011 5% to 10%
    John Ray Riddle Member October, 2016 5% to 10%
    Joshua Jaye Vail President September, 2018 less than 5%
    Wade Aaron Clouse Chief Compliance Officer October, 2018 less than 5%
    Thomas Ibberson Florence Member; Chairman; Chief Executive Officer September, 2009 less than 5%
    Joseph Paul Paonessa Chief Financial Officer May, 2018 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets