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Overview

Articles

Insights

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

Assets

Assets

Last updated on May 9, 2019
    • $244.5M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 368
      Accounts
    • $664.4K
      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

5

name start date
Stephen Ferebee Bishop
May 2018
Terry Webb Sapp
February 2004
Frank Gehman Jolley
February 2004
William Henry Collier
January 2016
Jan P Robillard
June 2017

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Frank Gehman Jolley President, Managing Member, Chief Investment Officer July, 1998 50% to 75%
    William Alan Vogel Member July, 1998 10% to 25%
    William Henry Collier Vice President, Member, Senior Portfolio Manager January, 2016 10% to 25%
    Terry Webb Sapp Vice President - Chief Compliance Officer February, 2006 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets