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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 March 17, 2017
    • $546.6M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 342
      Accounts
    • $1.6M
      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

7

name start date
Nimrod Gordon Thompson
April 2004
Jere Matthews Sights
June 2016
Lloyd Douglas Smith
April 2004
Christopher Lee Lacy
March 2012
Jay Martin Mcdonald
July 2012

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Nimrod Gordon Thompson Managing Member And Chief Compliance Officer January, 1997 50% to 75%
    Lloyd Douglas Smith Member/ Managing Director January, 1997 25% to 50%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges
      • Fixed Fees