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Overview

Articles

Insights

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

Holdings

ETF Holdings

There is no ETF holding data from this firm to display at this time.

Assets

Assets

Last updated on May 16, 2019
    • $272.7M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 768
      Accounts
    • $355.1K
      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
David P. White
December 2011
Joseph Phillip Arce
January 2015
Kenneth Grover Frost
July 1997
Peter Ryder Wheeler
July 1997
Robert K Britton
October 2014

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Peter Ryder Wheeler Chief Executive Officer April, 2004 50% to 75%
    Kenneth Grover Frost Chief Investment Officer April, 2004 10% to 25%
    David Phipps White Vice President April, 2011 5% to 10%
    Joseph Phillip Arce Chief Compliance Officer / Chief Operating Officer January, 2015 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges
      • Fixed Fees