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Overview

Articles

Assets

Assets

Last updated on May 2, 2017
    • $2.9B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 13K
      Accounts
    • $223.5K
      Estimated Average Account Balance

Services

Firm Services

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

Firm Client types

Advisors

Current Advisors

# of advisors

22

name start date
Anne Nickell Comer
February 2018
Carlos Edward Barbosa
February 2015
Benjamin Edward Johnson
November 2009
Danielle Learned
November 2018
Melissa Renae Wendt
November 2017

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Presidium IAR $111,989,476

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Robert Joseph Cannon President And Ceo, Member, Elected Manager April, 1999 75% or more
      Kevin Wayne Blocker Portfolio Manager, Member October, 2004 5% to 10%
      Joshua Samuel Bartholomew Managing Director, Member August, 2005 5% to 10%
      Scott Evan Ladner Head Of Risk, Member October, 2013 5% to 10%
      Eddie Thomas Rollins Senior Managing Director, Sales And Marketing, Member September, 2010 5% to 10%
      Ronald Byron Saba Senior Managing Director Of Investment Management March, 2013 less than 5%
      Matthew Scott Chambers General Counsel And Chief Compliance Officer December, 2014 less than 5%
      Gregory Earl Smith Senior Managing Director Of Operations November, 2016 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Fixed Fees