Back to top

Overview

Articles

Insights

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

Assets

Assets

Last updated on Jan. 23, 2020
    • $374.6M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 2K
      Accounts
    • $151.9K
      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

18

name start date
Adam Michael Harter
January 2012
Christopher Michael Rodgers
October 2019
Paul Edward Karshner
May 2017
Donald Earl Hodson
January 2012
Andrew William Thrasher
June 2014

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Adam Michael Harter Chief Investment Strategist, Owner December, 2012 10% to 25%
    Donald Earl Hodson Chief Compliance Officer, Owner December, 2012 5% to 10%
    Joseph Andrew Clark Managing Member November, 2011 less than 5%
    Taylor Bennett Jenkinson Lead Paraplanner January, 2019 less than 5%
      Source: SEC

      Fees

      There is no compensation data available to display at this time