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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 May 30, 2019
    • $211.0M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 346
      Accounts
    • $609.8K
      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
Michael Francis Musselman
December 2017
Julie Anne Stamper
May 2018
Christopher Phillip Mosbarger
May 2018
Daniel Carl Kriser
July 2008
Jeremy Mark Wilson
June 2018

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Cleararc Capital, Inc. IAR $6,126,046,112
    Epic Insurance Solutions Agency, LLC -- --
    Fifth Third Bank -- --
    Fifth Third Insurance Agency, Inc. -- --
    Fifth Third Securities, Inc. Broker-Dealer --
    Franklin Street Advisors Inc. IAR $1,847,949,354
    Mainstreet Advisors IAR $1,099,705,335
    Mcgraw Insurance Agency -- --
    R Squared, LLC -- --
    The Retirement Corporation of America IAR $467,008,346

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Jonathan William Reynolds Director March, 2019 less than 5%
      Brian Daryl Lamb Director March, 2019 less than 5%
      Michael Francis Kennedy Director March, 2019 less than 5%
      Eric Benjamin Housman Director March, 2019 less than 5%
      Gerald Brady Coogan Director March, 2019 less than 5%
      Jeremy Mark Wilson Chief Compliance Officer May, 2018 less than 5%
      Tara Colleen Zientek Chief Financial Officer June, 2017 less than 5%
      John Francis Crosson President/Manager April, 2018 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Performance-Based Fees