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Overview

Articles

Insights

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

Assets

Assets

Last updated on Nov. 22, 2019
    • $8.6B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 1K
      Accounts
    • $6.4M
      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

10

name start date
Kevin Vincent Earley
March 2014
Peter James Johnson
March 2014
Peter G. Robb
April 1999
Robert Wayne Thompson
June 2016
Andrew Robert Adams
March 2014

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Glenn Earl Johnson Senior Vice President, Director Of Portfolio Management & Director February, 2010 10% to 25%
    Andrea Carola Stimmel Chief Operating Officer, Treasurer & Director June, 2007 10% to 25%
    Andrew Robert Adams Chief Investment Officer, Executive Vice President And Director May, 2006 10% to 25%
    Allen David Steinkopf Vice President And Investment Manager January, 2018 5% to 10%
    Peter James Johnson Vice President And Investment Manager January, 2018 5% to 10%
    Kevin Vincent Earley Vice President, Investment Manager & Director January, 2018 5% to 10%
    Mark Larry Henneman Chief Executive Officer & Chairman Of The Board June, 2004 less than 5%
    Peter G. Robb Sr. Vice President & Director June, 1994 less than 5%
    Robert William Mairs President, Chief Compliance Officer, General Counsel, Secretary And Director September, 2015 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Fixed Fees
      • Performance-Based Fees