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Overview

Articles

Insights

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

Assets

Assets

Last updated on Aug. 20, 2016
    • $432.8M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 765
      Accounts
    • $565.8K
      Estimated Average Account Balance

Services

Firm Services

  • Financial Planning

  • Pension Consulting

Firm Client types

Advisors

Current Advisors

# of advisors

1

name start date
Levi Glenn Mcmellian
March 2009

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Bryce Chastain -- --
    Levi Mcmellian -- --
    Lmbc Ii, LLC -- --
    Rusty Boaz -- --

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Levi Glenn Mc Mellian Ceo/Partner January, 2007 less than 5%
      Kevin Sean Woodard Chief Compliance Officer October, 2014 less than 5%
      Brian Metford Chastain Executive Director & Partner July, 2013 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Fixed Fees