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CRD 336722
HUNTSVILLE, AL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| Timothy Brian Walls | n/a | HUNTSVILLE, AL | Pelham, AL | 0 | 24 | 9 | no |
| Jacob Hampton Adams | n/a | HUNTSVILLE, AL | Florence, AL | 0 | 14 | 2 | yes |
| STUART DANIEL BRIDGES | n/a | HUNTSVILLE, AL | 0 | 34 | 5 | yes |
| CHARLES MICHAEL JONES | n/a | Gadsden, AL | HUNTSVILLE, AL | 0 | 26 | 5 | yes |
| JOHN W PYLANT | Certified Financial Planner | Decatur, AL | HUNTSVILLE, AL | 0 | 18 | 2 | yes |
| MARK ERIC SAUNDERS | n/a | HUNTSVILLE, AL | 0 | 33 | 7 | yes |
| MYSTIE DENAE MCGLONE | n/a | HUNTSVILLE, AL | Gadsden, AL | 0 | 13 | 3 | yes |
| ALLISON BROWN NIELSEN | n/a | Florence, AL | HUNTSVILLE, AL | 0 | 10 | 2 | yes |
| JAMES RALPH CUNNINGHAM | n/a | Florence, AL | HUNTSVILLE, AL | 0 | 32 | 4 | yes |
| JOSEPH A. GALLAGHER | n/a | Florence, AL | HUNTSVILLE, AL | 0 | 23 | 4 | yes |
| James Gamble McCrary | n/a | HUNTSVILLE, AL | 0 | 17 | 1 | yes |
| ALLEN G WALL | n/a | HUNTSVILLE, AL | Florence, AL | 0 | 21 | 4 | yes |
| John Francis Calvano | n/a | Hoover, AL | HUNTSVILLE, AL | 0 | 36 | 2 | no |
| Shawn Matthew Engen | n/a | Decatur, AL | HUNTSVILLE, AL | 0 | 14 | n/a | yes |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BRIDGES, STUART, DANIEL | FOUNDING MEMBER / CEO | B | yes | 05/2025 | Mar 12, 2026 | Mar 12, 2026 |
| CUNNINGHAM, JAMES, RALPH | FOUNDING MEMBER | B | yes | 05/2025 | Mar 12, 2026 | Mar 12, 2026 |
| GALLAGHER, JOSEPH, A. | FOUNDING MEMBER | B | yes | 05/2025 | Mar 12, 2026 | Mar 12, 2026 |
| JONES, CHARLES, MICHAEL | FOUNDING MEMBER | B | yes | 05/2025 | Mar 12, 2026 | Mar 12, 2026 |
| PYLANT, JOHN, W | FOUNDING MEMBER / COO | B | yes | 05/2025 | Mar 12, 2026 | Mar 12, 2026 |
| SAUNDERS, MARK, ERIC | FOUNDING MEMBER / CIO | B | yes | 05/2025 | Mar 12, 2026 | Mar 12, 2026 |
| WALL, ALLEN, G | FOUNDING MEMBER / CFO | B | yes | 05/2025 | Mar 12, 2026 | Mar 12, 2026 |
| Walls, Timothy, Brian | CHIEF COMPLIANCE OFFICER | Na | yes | 08/2025 | Mar 12, 2026 | Mar 12, 2026 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 12, 2026 | $454M | $454M | 18 | 12 | 0 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 13 | 0 | 13 | 0.0% | 0 | 0 | 0 | 13 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $454M | n/a | n/a | n/a | n/a | 18 | n/a | 0 | n/a |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| STONEX ADVISORS INC. | 10 | Feb 10, 2026 | Feb 17, 2026 | BIRMINGHAM, AL | Team lift out | Ibd to new firm | 4.1% |