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Overview

Articles

Insights

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

Holdings

Assets

Assets

Last updated on May 9, 2019
    • $196.0M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 360
      Accounts
    • $544.5K
      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

6

name start date
Paul John Huebner
January 2011
Charles Paul Huebner
January 2011
Jeffrey Charles Huebner
June 2011
James Lawrence Carroll
February 2014
Elizabeth Somers Ottaway
February 2015

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Charles Paul Huebner Managing Member February, 2010 25% to 50%
    Paul John Huebner Chief Compliance Officer, Managing Member February, 2010 25% to 50%
    Jeffrey Charles Huebner Managing Member April, 2011 25% to 50%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges
      • Fixed Fees