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CRD 120679
DECATUR, 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 |
|---|---|---|---|---|---|---|
| DEGAS A WRIGHT | Chartered Financial Analyst | DECATUR, GA | 11 | 28 | n/a | no |
| ELIZABETH Yvonne CRENSHAW | n/a | DECATUR, GA | San Antonio, TX | 1 | 14 | n/a | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BRYANT, RALPH, JOHNSON | CFO/CCO | C | yes | 06/1999 | Mar 21, 2012 | Mar 8, 2024 |
| CRENSHAW, ELIZABETH, Y | CHIEF OPERATING OFFICER | A | yes | 04/2013 | Jul 15, 2013 | Mar 8, 2024 |
| WRIGHT, DEGAS, A | CHIEF EXECUTIVE OFFICER | D | yes | 06/1998 | Mar 21, 2012 | Mar 8, 2024 |
| LISSOW, ROSANNE, SARAH | Director | Na | no | 07/2014 | Mar 23, 2015 | Mar 8, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 26, 2026 | $254M | $254M | 6 | 4 | 1 | n/a | n/a |
| 2024 | Mar 24, 2025 | $228M | $228M | 5 | 4 | 1 | n/a | n/a |
| 2023 | Mar 8, 2024 | $178M | $178M | 5 | 4 | 0 | n/a | n/a |
| 2022 | Mar 27, 2023 | $150M | $150M | 5 | 4 | 0 | n/a | n/a |
| 2021 | Mar 25, 2022 | $180M | $180M | 5 | 4 | 0 | n/a | n/a |
| 2020 | Mar 15, 2021 | $558M | $558M | 7 | 6 | 0 | n/a | n/a |
| 2019 | Mar 17, 2020 | $500M | $500M | 6 | 5 | 0 | n/a | n/a |
| 2018 | Mar 15, 2019 | $519M | $519M | 8 | 7 | 0 | n/a | n/a |
| 2017 | Mar 15, 2018 | $523M | $523M | 9 | 7 | 0 | n/a | n/a |
| 2016 | Mar 30, 2017 | $715M | $715M | 10 | 7 | n/a | n/a | n/a |
| 2015 | Mar 30, 2016 | $797M | $797M | 9 | 6 | n/a | n/a | n/a |
| 2014 | Mar 23, 2015 | $770M | $770M | 9 | 6 | n/a | n/a | n/a |
| 2013 | Mar 12, 2014 | $528M | $528M | 9 | 6 | n/a | n/a | n/a |
| 2012 | Mar 14, 2013 | $218M | $218M | 8 | 6 | n/a | n/a | n/a |
| 2011 | Mar 21, 2012 | $188M | $188M | 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 | $254M | $228M | 11.0% | $150M | 19.0% | 6 | 5 | 1 | 1 |