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CRD 108978
PLYMOUTH, MN
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 |
|---|---|---|---|---|---|---|
| THOMAS LEIGH PRESS | Chartered Financial Analyst | PLYMOUTH, MN | 0 | 31 | n/a | no |
| DONALD MELVIN LONGLET | Chartered Financial Analyst | PLYMOUTH, MN | 0 | 27 | n/a | no |
| ROBERT E SCOTT | Chartered Financial Analyst | PLYMOUTH, MN | 0 | 26 | n/a | no |
| KAJ DOERRING | n/a | PLYMOUTH, MN | 0 | 27 | n/a | no |
| PETER MICHAEL CAPOUCH | Chartered Financial Analyst | PLYMOUTH, MN | 0 | 23 | n/a | no |
| THOMAS M DIGNARD | n/a | PLYMOUTH, MN | 0 | 13 | n/a | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| CAPOUCH, PETER, MICHAEL | PORTFOLIO MANAGER AND CHIEF OPERATING OFFICER | A | yes | 06/2022 | Mar 30, 2012 | Mar 28, 2024 |
| DIGNARD, THOMAS, M | PORTFOLIO MANAGER | Na | yes | 01/2019 | Mar 29, 2019 | Mar 28, 2024 |
| DOERRING, KAJ | PORTFOLIO MANAGER | A | yes | 01/2009 | Mar 30, 2012 | Mar 28, 2024 |
| GOVAN, JAMES, GARDNER | Trustee | F | yes | 12/2017 | Mar 29, 2018 | Mar 28, 2024 |
| PRESS, THOMAS, LEIGH | DIRECTOR, CHAIRMAN AND CHIEF EXECUTIVE OFFICER | D | yes | 12/1998 | Mar 30, 2012 | Mar 28, 2024 |
| RSS 1994 TRUST | Member | C | yes | 06/2014 | Jun 17, 2016 | Mar 28, 2024 |
| SCOTT, ROBERT, E | President | B | yes | 01/2014 | Mar 30, 2012 | Mar 28, 2024 |
| STRONG, MATTHEW, DONALD | Trustee | F | yes | 06/2014 | Jun 17, 2016 | Mar 28, 2024 |
| STRONG, RICHARD, STUART | Member | C | yes | 06/2014 | Mar 30, 2012 | Mar 28, 2024 |
| WEISS, RICHARD, TRENT | ELECTED MANAGER | F | yes | 06/2014 | Jun 17, 2016 | Mar 28, 2024 |
| WIDMER, JOHN, WAYNE | ELECTED MANAGER | F | yes | 06/2014 | Jun 17, 2016 | Mar 28, 2024 |
| MCNULTY, KELLY | CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER | Na | no | 01/2016 | Mar 30, 2012 | Mar 28, 2024 |
| STRONG HOLDINGS, LLC | Member | B | no | 06/2010 | Mar 30, 2012 | Mar 28, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 25, 2026 | $1.5B | $1.5B | 9 | 5 | 0 | n/a | n/a |
| 2024 | Mar 26, 2025 | $1.3B | $1.2B | 9 | 5 | 0 | n/a | n/a |
| 2023 | Mar 28, 2024 | $1.2B | $1.2B | 9 | 5 | 0 | n/a | n/a |
| 2022 | Mar 31, 2023 | $931M | $927M | 9 | 5 | 0 | n/a | n/a |
| 2021 | Mar 31, 2022 | $1.0B | $1.0B | 9 | 5 | 0 | n/a | n/a |
| 2020 | Mar 31, 2021 | $1.3B | $1.3B | 9 | 5 | 0 | n/a | n/a |
| 2019 | Mar 27, 2020 | $611M | $611M | 9 | 5 | 0 | n/a | n/a |
| 2018 | Mar 29, 2019 | $768M | $768M | 8 | 5 | 0 | n/a | n/a |
| 2017 | Mar 29, 2018 | $763M | $763M | 8 | 5 | 0 | n/a | n/a |
| 2016 | Mar 31, 2017 | $1.2B | $1.2B | 8 | 5 | n/a | n/a | n/a |
| 2015 | Mar 29, 2016 | $2.6B | $2.6B | 9 | 5 | n/a | n/a | n/a |
| 2014 | Mar 27, 2015 | $3.2B | $3.2B | 9 | 5 | n/a | n/a | n/a |
| 2013 | Mar 28, 2014 | $3.9B | $3.9B | 10 | 6 | n/a | n/a | n/a |
| 2012 | Mar 28, 2013 | $2.7B | $2.6B | 9 | 6 | n/a | n/a | n/a |
| 2011 | Mar 30, 2012 | $2.6B | $2.5B | 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 | $1.5B | $1.3B | 21.1% | $931M | 17.8% | 9 | 9 | 0 | 0 |