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Overview

Articles

Insights

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

Assets

Assets

Last updated on May 7, 2017
    • $1.3B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 3K
      Accounts
    • $433.2K
      Estimated Average Account Balance

Services

Firm Services

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

Firm Client types

Advisors

Current Advisors

# of advisors

29

name start date
Brent Thomas Omara
December 2011
Jeremy Armagost
September 2016
Paul James Pittman
July 2015
Robert Charles Keating
November 2018
Joseph Bradford Mcclellan
March 2014

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Daniel Paul Feltz Principal Wealth Adviser March, 2014 less than 5%
    Todd Arthur Feltz President August, 2011 less than 5%
    Christopher Michael Mcmillan Chief Compliance Officer January, 2017 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges
      • Fixed Fees