Coulter & Justus Financial Services is an investment advisor in Knoxville with $251.71 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
621818486
SEC advisor number
801-63783
FINRA CRD number
133293
AUM ?
$251.71 mm
(as of 19 Aug 22)
Accounts
932
(as of 19 Aug 22)
Employees
5
(5 investment advisory or research)
Office hours
Monday - Friday, 8:30 A.M. - 5:00 P.M.
Brochures
Ownership
| Owner | Title | From | %Ownership |
|---|---|---|---|
| King, Jeffrey, Mark | Chief Manager | 03/2008 | 5-10% |
| Parton, Michael, Scott | Member | 11/2004 | 5-10% |
| Talbott, Donald, Lee | Member | 11/2004 | 5-10% |
| Odonoghue, Kevin, Conor | Member | 07/2009 | 5-10% |
| Wheeler, Julie, Anne | Member | 07/2008 | 5-10% |
| Zuckerman, Marc, Alan | Member | 01/2006 | 5-10% |
| Wildi, Robert, John | Member | 07/2011 | 5-10% |
| Harms, Todd, Joel | Member | 07/2012 | 5-10% |
| Mccollum, Kevin, Lee | Member | 07/2013 | 5-10% |
| Smith, Robert, Scott | Member | 01/2016 | 5-10% |
| Hill, Wendy, Pierce | Equity Member | 01/2018 | 5-10% |
| Huskey, Jennifer, Clark | Chief Compliance Officer and Chief Operations Officer | 03/2021 | < 5% |
| Beavers, Susan, Rae | Member | 01/2021 | 5-10% |
| Neace, Jill | Member | 01/2022 | 5-10% |
Latest filings (excl ownership)
No filings