| Owner | Title | From | %Ownership |
|---|---|---|---|
| Farley Kulyk Family Living Trust | Owner | 12/2017 | > 75% |
| Kulyk, Margaret, Ann | Ceo/founder | 10/2017 | < 5% |
| Kulyk, Margaret, Ann | Trustee | 12/2017 | |
| Shaltis, Mary, Barbara | Owner/executive/senior/financial Planner | 09/2018 | 10-25% |
| Hadaway, James, Russell | Chief Compliance Officer | 06/2019 | < 5% |
| Newcomer, Jacob, Edward | Financial Advisor | 07/2020 | 5-10% |
| Mcnabb, Daniel, Colin | Portfolio Manager | 07/2020 | 5-10% |
| Kirslis, Daniel, Robert | Financial Advisor | 07/2020 | 5-10% |
| Fund structure | AUM | Fund type |
|---|---|---|
| Chicory Wealth | $530.68 mm | |
| CW Alpha Fund | $3.26 mm | Private Equity Fund |
