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ETF Holdings

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



Last updated on Nov. 5, 2017
    • $887.8M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 5K
    • $177.9K
      Estimated Average Account Balance


Firm Services

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

Firm Client types


Current Advisors

# of advisors


name start date
Ana Tereza Munro
April 2010
Chad Dwight Hodson
February 2009
Seth Vaughn Hargrove
January 2016
Jarrett P Mehalik
April 2014
Robert Bruce Buchanan
June 2013

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Cleararc Capital, Inc. IAR $6,126,046,112
    Fifth Third Bank -- --
    Fifth Third Insurance Agency -- --
    Mcgraw Insurance Agency -- --
    The Retirement Corporation of America IAR $531,128,179



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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Justin Michael Overmann Director, Brokerage Operations May, 2011 less than 5%
      Howard Hammond Director, Managing Director Of Retail January, 2007 less than 5%
      Ginger Michelle Kelly Director, Chief Administrative Officer - Retail March, 2011 less than 5%
      Mark Emmet Brown Director, Fixed Income Sales/Trading - Capital Markets January, 2015 less than 5%
      Kristina Lynn Anderson Chief Administrative Officer - Capital Markets December, 2015 less than 5%
      Jarrett Andrew Jacobs Director, Bd Chief Compliance Officer/Ria Chief Compliance Officer March, 2013 less than 5%
      Robert Franklin Marcus Director, Managing Director Of Capital Markets April, 2012 less than 5%
      Keith Gregary Watson Director, Business Controls Manager July, 2017 less than 5%
        Source: SEC


        Types of Compensation Arrangements

        • Percentage Of Assets