| Owner | Title | From | %Ownership |
|---|---|---|---|
| Kcoe Isom, LLP | Owner | 03/2000 | 50-75% |
| Kcoe Wealth Management, LLC | Owner | 03/2000 | > 75% |
| Allen, Blake, Prentiss | President | 03/2012 | < 5% |
| HBKS Investments, LLC | Owner | 01/2018 | 25-50% |
| KCWM Holdings, LLC | Owner | 01/2018 | > 75% |
| Meyer, Sheryl, Anne | Chief Compliance Officer | 04/2022 | < 5% |
