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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 July 2, 2017
    • $367.7M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 464
      Accounts
    • $792.4K
      Estimated Average Account Balance

Services

Firm Services

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

Firm Client types

Advisors

Current Advisors

# of advisors

4

name start date
John Randolph Moulton
August 1996
Donald Howard Streett
June 1996
Kelly Bryant Sullivan
August 1996
John Russell Mcclelland
November 2013

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Axiom Asset Management IAR $622,843,646
    Delta Asset Management, LLC IAR $823,103,128
    Harvey Investment Company, LLC IAR $562,426,665
    Kanawha Capital Management, LLC IAR $836,270,275
    Wealthtrust Arizona IAR $409,866,540
    Wealthtrust Fairport, LLC IAR $1,565,391,695

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Robert Steven Pagliuco Evp And Treasurer June, 2017 25% to 50%
      Robert Jeffery Corne Vice President And Secretary May, 2016 less than 5%
      Kelly Bryant Sullivan President And Chief Compliance Officer November, 2000 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Fixed Fees