| Owner | Title | From | %Ownership |
|---|---|---|---|
| Reynolds, Kimberly, Rose | Senior Investment Adviser | 01/2013 | 10-25% |
| Welch, Stewart, Henry | Founder | 01/1986 | 10-25% |
| Smith, Charles, Hugh Rankin | Chief Investment Officer | 12/2009 | < 5% |
| Wagner, Thomas, Michael | Senior Investment Adviser | 01/2013 | 10-25% |
| Peay, James, Woodard | Senior Investment Adviser | 05/2010 | < 5% |
| Clay, Henry, Marshall | Senior Investment Adviser | 01/2018 | 10-25% |
| Moody, Elisabeth, Linley | Senior Investment Advisor | 01/2020 | 10-25% |
| Hyde, Foster, Thompson | Senior Investment Advisor | 01/2020 | 10-25% |
| Gillis, Brent, Dewayne | Chief Compliance Officer | 09/2021 | < 5% |
| Weyandt, Charles, Gregory | Chief Operating Officer | 05/2001 | < 5% |
