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Overview

Articles

Insights

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

Assets

Assets

Last updated on Aug. 22, 2019
    • $256.4M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 856
      Accounts
    • $299.5K
      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

7

name start date
Melanie A. Johnson
March 2011
James Franklin Beck
January 2010
Lewis James Spellman
May 2014
Bryan Crossley Anderson
May 2015
Gerald Thomas Mcilhon
March 2010

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    James Franklin Beck Owner And Chief Investment Advisor December, 2009 75% or more
    William Frederick Gregory Chief Compliance Officer And Vice President Operations December, 2009 less than 5%
    Bryan Crossley Anderson Executive Vice President & Market Strategist May, 2015 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets