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Overview

Articles

Insights

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

Assets

Assets

Last updated on June 1, 2019
    • $4.1B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 1K
      Accounts
    • $3.5M
      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

9

name start date
Smith Hickenlooper
March 2012
Kenneth Lawrence Schlachter
March 2012
William Alfred Friedlander
March 2012
Troy Ray Snider
March 2012
Michael Sayers Cambron
March 2012

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Kelley Jeannette Downing President/Ceo December, 2011 10% to 25%
    James Brian Hagerty Director December, 2011 10% to 25%
    Woodrow Hunter Uible Member December, 2011 10% to 25%
    Terrence Turner Kelly Director December, 2011 10% to 25%
    James Allen Miller Member December, 2011 10% to 25%
    Thomas Allen Steele Secretary, Treasurer And Chief Compliance Officer December, 2011 5% to 10%
    Troy Ray Snider Member December, 2011 5% to 10%
    Kenneth Lawrence Schlachter Member December, 2011 5% to 10%
    Laura Lee Humphrey Member December, 2011 5% to 10%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Fixed Fees