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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 12, 2019
    • $920.4M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 983
      Accounts
    • $936.4K
      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
Eric Alan Catmur
February 2004
Edward Tennent Taylor
February 2004
Myron Merriell Mall
February 2004
William Gates
February 2015
David Charles Smith
February 2011

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Axiom Asset Management IAR $622,843,646
    Duncker Streett & Co., LLC IAR $367,659,882
    Fairport Asset Management -- --
    Harvey Investment Company, LLC IAR $620,583,172
    Kanawha Capital Management, LLC IAR $883,896,475
    The Rikoon Group, LLC IAR $501,465,740

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Timothy Bernard Woods Manager March, 2019 less than 5%
      Daniel Jeremy Berg Executive Director Of Finance March, 2019 less than 5%
      David Charles Smith Managing Director January, 2012 less than 5%
      Candice Harbison Chrisman Chief Compliance Officer February, 2010 less than 5%
      Edward Tennent Taylor Managing Director June, 2009 less than 5%
      Myron Merriell Mall Managing Director January, 2006 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets