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Overview

Articles

Insights

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

Assets

Assets

Last updated on June 16, 2019
    • $1.2B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 3K
      Accounts
    • $344.9K
      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

26

name start date
Burwell Spurlock Geiger
December 2011
Scott Alan Mcquilken
April 2017
Frank Mathison Tamplin
March 2012
Jeffrey Tyler Shaver
July 2009
Mark Alan Thompson
July 2009

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Acg Investment Management LLC IAR $16,964,033
    Arkadios Capital Broker-Dealer --
    Arkadios Wealth Advisors IAR $33,469,774
    Ogao Fund -- --

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Joseph Paul Young Owner June, 2009 25% to 50%
      David Yancey Millican Owner April, 2015 25% to 50%
      Jeffrey Tyler Shaver Owner, Chief Compliance Officer March, 2019 25% to 50%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees