| Owner | Title | From | %Ownership |
|---|---|---|---|
| Zuercher, Adam, C. | Member, Chief Executive Officer & Chief Investment Officer | 08/2002 | 50-75% |
| Hixon, Anthony, J. | Partner/chief Operating Officer | 04/2003 | 25-50% |
| Robb, Joshua, W | Chief Compliance Officer/director of Financial Planning | 01/2022 | < 5% |
