| Owner | Title | From | %Ownership |
|---|---|---|---|
| Wiley, David Warren JR | Chairman | 05/1996 | 25-50% |
| Wiley III, David Warren III | President, CEO | 05/1996 | 25-50% |
| Wiley Bros., Inc | LLC Member | 05/1996 | 25-50% |
| Wiley, David Warren JR | Shareholder | 05/1996 | > 75% |
| Stevens, Alyson Mencio | Chief Compliance Officer - Advisory Business, Secretary | 05/2017 | < 5% |
| Idol, Kaley Porter | Chief Compliance Officer BD Business | 12/2021 | < 5% |
| Wiley III, David Warren III | Director, Chariman, President | 05/2022 | |
| Samol, Angela Turner | Treasurer, Finop, CFO | 01/2023 | < 5% |
