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Overview

Articles

Insights

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

Holdings

ETF Holdings

Assets

Assets

Last updated on June 16, 2019
    • $319.5M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 582
      Accounts
    • $549.0K
      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
Howell Knight Hallett
June 2009
Chad Joseph Frk
May 2012
Nicole Brandon
September 2017
Edward Brian Smyth
June 2009
Alexander Bateman Miles
July 2009

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Alexander Bateman Miles Managing Partner/Chief Investment Officer April, 2009 50% to 75%
    Howell Knight Hallett Managing Partner/Chief Compliance Officer April, 2009 25% to 50%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges
      • Fixed Fees