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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 4, 2019
    • $948.9M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 6K
      Accounts
    • $150.3K
      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

62

name start date
Christopher Allen Beste
August 2014
Frederick George Wedell
October 2016
Matthew Lewis Dickinson
December 2018
Micheal David Heckman
November 2019
Mark Andrew Pearson
December 2013

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Rfg Solutions -- --

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Bobby Ray White Managing Member July, 2011 50% to 75%
      Shannon Parrott Spotswood President And Managing Member March, 2016 10% to 25%
      Frederick George Wedell Chief Investment Officer January, 2017 10% to 25%
      Victoria A Scoles Chief Compliance Officer January, 2016 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees