| Owner | Title | From | %Ownership |
|---|---|---|---|
| Smith, Michael, Anthony | Partner / President | 10/2002 | 25-50% |
| Patterson, James, Luke | Partner /CEO / Chief Investment Officer | 09/2010 | 25-50% |
| Edick, Hope, Marie | Chief Compliance Officer | 08/2011 | < 5% |
| Yarber, Mary, Katherine | Chief Accounting Officer | 01/2018 | < 5% |
| Atkinson, James, Allen | Partner / Chief Operating Officer | 02/2019 | 5-10% |
| Snow, Preston, William | Partner / Executive Vice President | 01/2020 | 10-25% |
| Covey, Bradley, Trent | Partner / Executive Vice President | 01/2020 | < 5% |
| Fund structure | AUM | Fund type |
|---|---|---|
| Sta Wealth Management, LLC | $2.60 bn | |
| Sta Real Estate Fund 1, LP | $10.76 mm | Real Estate Fund |
| the Streettalk Advisors Premier Fund LP | $2.45 mm | Private Equity Fund |
