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Overview

Articles

Insights

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

Holdings

ETF Holdings

There is no ETF holding data from this firm to display at this time.

Assets

Assets

Last updated on June 16, 2019
    • $1.2B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 7K
      Accounts
    • $186.8K
      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

83

name start date
Eric Stanley Shaffer
August 2014
Mark Patrick Heck
January 2013
Todd A. Simmons
July 2015
James Kirby Webb
February 2017
Kenneth Jerome Lemoine
August 2018

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Thomas Chad Atkins Managing Member June, 2012 25% to 50%
    Brandon Joseph Day Managing Member June, 2012 25% to 50%
    Sean Patrick Kernan Managing Member / Chief Compliance Officer June, 2012 25% to 50%
    Sarah Lynn Pais Chief Operating Officer January, 2017 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges
      • Fixed Fees