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CRD 104780
SAVANNAH, GA
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 |
|---|---|---|---|---|---|---|
| EDMUND LANE CURLEE | n/a | SAVANNAH, GA | 23 | 39 | n/a | no |
| EDGAR L.T. GAY | Chartered Financial Analyst | SAVANNAH, GA | 23 | 50 | n/a | no |
| John Peter Skeadas | Chartered Financial Analyst | SAVANNAH, GA | 8 | 10 | n/a | no |
| EDMUND LANE CURLEE | n/a | SAVANNAH, GA | 8 | 13 | n/a | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| CONNERAT, EDWIN, BRYAN | SR. VICE PRESIDENT | Na | yes | 02/2005 | Apr 2, 2012 | Mar 28, 2024 |
| CURLEE, EDMUND, LANE | SR. VICE PRESIDENT/CIO | E | yes | 09/1992 | Apr 2, 2012 | Mar 28, 2024 |
| GAY, EDGAR, L.T. | President | Na | yes | 01/1979 | Apr 2, 2012 | Mar 28, 2024 |
| SARABIA, ANN-MARIE, J. | CHIEF COMPLIANCE OFFICER | Na | yes | 10/2005 | Apr 2, 2012 | Mar 28, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 31, 2026 | $424M | $424M | 6 | 4 | 0 | n/a | n/a |
| 2024 | Apr 23, 2025 | $411M | $411M | 8 | 5 | 0 | n/a | n/a |
| 2023 | Mar 28, 2024 | $395M | $395M | 8 | 5 | 0 | n/a | n/a |
| 2022 | Mar 31, 2023 | $369M | $369M | 8 | 5 | 0 | n/a | n/a |
| 2021 | Mar 31, 2022 | $396M | $396M | 8 | 5 | 0 | n/a | n/a |
| 2020 | Mar 31, 2021 | $360M | $360M | 8 | 5 | 0 | n/a | n/a |
| 2019 | Mar 28, 2020 | $439M | $439M | 8 | 5 | 0 | n/a | n/a |
| 2018 | Mar 31, 2019 | $404M | $404M | 8 | 5 | 0 | n/a | n/a |
| 2017 | Mar 30, 2018 | $384M | $384M | 8 | 4 | 0 | n/a | n/a |
| 2016 | Mar 31, 2017 | $381M | $381M | 7 | 2 | n/a | n/a | n/a |
| 2015 | Mar 24, 2016 | $697M | $697M | 7 | 2 | n/a | n/a | n/a |
| 2014 | Mar 30, 2015 | $381M | $381M | 7 | 2 | n/a | n/a | n/a |
| 2013 | Mar 31, 2014 | $347M | $347M | 7 | 2 | n/a | n/a | n/a |
| 2012 | Mar 20, 2013 | $340M | $340M | 7 | 2 | n/a | n/a | n/a |
| 2011 | Apr 2, 2012 | $302M | $302M | n/a | n/a | n/a | 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 |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $424M | $411M | 3.0% | $369M | 4.7% | 6 | 8 | 0 | 0 |