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Overview

Articles

Insights

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

Holdings

Assets

Assets

Last updated on June 6, 2019
    • $482.9M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 538
      Accounts
    • $897.7K
      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

7

name start date
John Joseph Campbell
December 2017
Matthew James Johnson
February 2018
Orville Duane Ward
February 2009
Michael John Chapman
September 2018
James Richard Neel
April 2009

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    James Richard Neel Member February, 2009 25% to 50%
    Jack David Brown Managing Member January, 2016 25% to 50%
    Jeffrey Stephen Pike Chief Compliance Officer, Chief Operating Officer, Member February, 2012 5% to 10%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets