| Owner | Title | From | %Ownership |
|---|---|---|---|
| Woods, Richard, Speight | Chief Executive Officer / Chief Compliance Officer | 06/2007 | 50-75% |
| Nelson, Kenneth, Carl | CIO | 11/2021 | < 5% |
| Byrd, Nathan, Guerrant | Director | 11/2021 | < 5% |
| Burns, Andrew, C. | Owner | 11/2022 | 10-25% |
| Wardlaw, Shannon, Thomas | Director | 11/2022 | < 5% |
| Stephan, David, Charles | Vice President | 11/2022 | < 5% |
| Esbt Fbo Owen Lewis Burns U/a Andrew Conover Burns, SR. Revocable Trust | Owner | 11/2022 | 10-25% |
| the Wilton Gray Burns Hamilton Point Investment Advisors Trust | Owner | 11/2022 | 10-25% |
| Burns, Andrew, C. | Trustee | 11/2022 | |
| Burns, Andrew, C. | Trustee | 11/2022 |
