| Owner | Title | From | %Ownership |
|---|---|---|---|
| Evans, Leila, Taratus | Director of Client Service | 03/2014 | < 5% |
| Camg Solamere, LLC | Member | 05/2009 | 50-75% |
| Charlotte Asset Management Group LLC | Member | 05/2009 | 10-25% |
| Solamere Group, LLC | Managing Member | 05/2009 | |
| Evans, Leila, Taratus | Member | 05/2009 | 25-50% |
| May, Bert, Deems | Member | 05/2009 | 25-50% |
| Romney, Taggart, Mitt | Member | 06/2008 | 25-50% |
| Zwick, Spencer, Johnson | Member | 06/2008 | 25-50% |
| Scheuermann, Eric, Franz | Member | 06/2008 | 25-50% |
| Koupis, LLC | Member | 02/2011 | 5-10% |
| Jones, Wesley, Malone | Member | 02/2011 | 50-75% |
| Edwards, Don, Hunter | Member | 02/2011 | 50-75% |
| Phillips, Brandon, Richard | Chief Compliance Officer / Director of Investment Operations | 11/2021 | < 5% |
| Teal, Eric, Mcclindon | Ownermember | 09/2015 | 10-25% |
