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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 May 9, 2019
    • $583.4M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 328
      Accounts
    • $1.8M
      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

2

name start date
Emmett Wayne Gibson
June 2012
Mark Ervin Roberts
April 2012

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Emmett Wayne Gibson Managing Member, Chief Compliance Officer November, 2009 50% to 75%
    Mark Ervin Roberts Managing Member, Chief Investment Officer January, 2012 50% to 75%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges
      • Fixed Fees