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Overview

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Insights

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

Holdings

ETF Holdings

Name Assets
iShares US Preferred Stock ETF $9,620,000
iShares Core S&P Mid-Cap ETF $5,267,000
Vanguard Dividend Appreciation Index Fund $4,895,000
SPDR S&P Dividend ETF $4,074,000
Schwab US Broad Market ETF $3,952,000
JPMorgan Alerian MLP Index Exchange Traded Notes $3,721,000
Deutsche X-trackers MSCI EAFE Hedged Equity ETF $3,660,000
Vanguard REIT Index Fund $3,607,000
iShares Russell 2000 ETF $3,427,000
iShares Core S&P 500 ETF $2,918,000
iShares MSCI EAFE ETF $2,502,000
iShares MSCI Emerging Markets ETF $1,920,000
Credit Suisse Cushing 30 MLP Index $1,872,000
SPDR Dow Jones International Real Estate ETF $1,477,000
iShares MSCI Pacific ex Japan ETF $1,471,000
Consumer Discretionary Select Sector SPDR Fund $1,460,000
Vanguard Growth Index Fund $1,129,000
Energy Select Sector SPDR Fund $1,118,000
Schwab US Dividend Equity ETF $1,046,000
Health Care Select Sector SPDR Fund $998,000
SPDR S&P International Small Cap ETF $988,000
Schwab US Small-Cap ETF $810,000
iShares Select Dividend ETF $801,000
Financial Select Sector SPDR Fund $793,000
Vanguard Mid-Cap Index Fund $756,000
Vanguard Total Stock Market Index Fund $749,000
Technology Select Sector SPDR Fund $733,000
Alps Sector Dividend Dogs ETF $719,000
SPDR Gold Shares $650,000
Consumer Staples Select Sector SPDR Fund $605,000
Industrial Select Sector SPDR Fund $440,000
VanEck Vectors Oil Services ETF $433,000
Schwab US Mid-Cap ETF $404,000
Alerian MLP ETF $348,000
PowerShares Financial Preferred Portfolio $346,000
iShares S&P 100 ETF $321,000
PureFunds ISE Cyber Security ETF $308,000
Utilities Select Sector SPDR Fund $283,000
iShares Nasdaq Biotechnology ETF $244,000
SPDR S&P 500 ETF Trust $233,000
SPDR S&P Regional Banking ETF $221,000
Vanguard High Dividend Yield Index Fund $202,000
iShares Mortgage Real Estate Capped ETF $99,000

    Assets

    Assets

    Last updated on Aug. 10, 2017
      • $684.8M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 1K
        Accounts
      • $511.8K
        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

    2

    name start date
    Torii Powers Jones
    January 2009
    Thomas Watts Pettyjohn
    December 1998

      Affiliated Investment Advisors and Broker Dealers

      Name Type Total Assets
      Capfinancial Partners, LLC IAR $289,654,600,995
      Capfinancial Securities, LLC. Broker-Dealer $116,235,182,347
      Hansen Capital -- --
      Pensionmark Financial Group, LLC IAR $18,441,771,035

        Leadership

        Ownership

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

        Executives and Control Persons

        Name Title Tenure Date % Ownership
        William Winfree Paxton Director - President October, 2000 10% to 25%
        John Morton Flippin Director - Treasurer July, 2015 10% to 25%
        David Jerit Hansen Director-Vice President July, 2015 10% to 25%
        Stephen Lee Crank Director-Secretary October, 2000 10% to 25%
        Glenn Matthew Guard Stockholder January, 2008 5% to 10%
        Annette Adams Bradley Chief Compliance Officer March, 2013 less than 5%
          Source: SEC

          Fees

          Types of Compensation Arrangements

          • Percentage Of Assets
          • Fixed Fees