| Owner | Title | From | %Ownership |
|---|---|---|---|
| Clark, Kevin, Howard | Managing Member / Managing Partner | 12/2020 | 5-10% |
| Smith, Stephanie, Lynn | Client Operations Specialist | 12/2020 | < 5% |
| Clark, Aaron, Michael | Member / Partner | 02/2021 | 25-50% |
| Ailes, Shane, Alan | Member / Partner | 02/2021 | 25-50% |
| Bosch, Thomas, Scott | Member/partner | 04/2023 | 10-25% |
| Elfenbein, Lonny, Scott | Chief Compliance Officer | 02/2023 | < 5% |
