| Owner | Title | From | %Ownership |
|---|---|---|---|
| Miller, JR., Frederick, Hotchkiss | Managing Member and CEO | 03/2002 | > 75% |
| Luce, Charles | Associate Director of Business Operations and Chief Compliance Officer | 02/2017 | < 5% |
| Fine, Richard, Donald | Financial Planner and Senior Advisor | 09/2003 | 10-25% |
