| Owner | Title | From | %Ownership |
|---|---|---|---|
| Wilbanks, Wayne, Freeman | President/managing Principal/cio/treasurer | 01/2009 | < 5% |
| Bernert, Lawrence, Albert | V.president/principal/portfolio Manager | 01/1998 | < 5% |
| Elliott, David, James Kyle | Principal/portfolio MGR. | 01/2004 | < 5% |
| Warden, Mark, Randall | Principal/portfolio MGR. | 01/2004 | < 5% |
| Thomas Investment Properties, LLC | Member | 01/2004 | 10-25% |
| Wilbanks Family, LLC | Member | 01/2010 | 25-50% |
| Wilbanks, Smith & Thomas Asset Management, Inc. | Member | 09/2000 | 10-25% |
| Wilbanks, Ashlin, Thomas | Member | 01/2003 | 50-75% |
| Wilbanks, Wayne, Freeman | Member | 12/2009 | > 75% |
| Wilbanks, Wayne, Freeman | Shareholder | 11/1990 | 25-50% |
| Scheffel, Roger, Herman | Principal/portfolio Manager | 01/2014 | < 5% |
| Rosemont Partners III, LP | Member | 09/2016 | 25-50% |
| Rosemont Investment Partners III, LLC | General Partner | 10/2010 | |
| Garber, Theresa, Ann | Chief Financial Officer | 04/2016 | < 5% |
| Bowery, Stephen, James | Principal/portfolio Manager | 01/2020 | < 5% |
| Mercurio Gildea, Vanessa | Chief Compliance Officer | 09/2020 | < 5% |
| Fund structure | AUM | Fund type |
|---|---|---|
| Wilbanks, Smith & Thomas Asset Management, LLC | $4.97 bn | |
| Legacy SSN SPV, LLC | $13.93 mm | Other Private Fund |
| WST Income Fund I, LLC | $2.19 mm | Other Private Fund |
| WST Income Fund II, LLC | $13.30 mm | Other Private Fund |
