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Overview

Articles

Insights

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

Holdings

ETF Holdings

Assets

Assets

Last updated on June 12, 2019
    • $243.5M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 410
      Accounts
    • $593.8K
      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
Jerome Hearne Walther
June 2010
James Donald Lewers
January 2002
Betty Deane Brick
February 1997
Andrew Whitten Brick
January 2000
Edgar Wilson Brick
January 1995

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Edgar Wilson Brick Chairman October, 1987 75% or more
    Andrew Whitten Brick President December, 2014 less than 5%
    Betty Deane Brick Executive Vice President December, 2014 less than 5%
    Jerome Hearne Walther Senior Vice President - Chief Compliance Officer 09/2017 June, 2010 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets