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Reading the graph
CRD 106522
BRENTWOOD, TN
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| Dean, Gary, Hilton | CEO (TRUSTCORE LLC), PARTNER (TRUSTCORE, LLC) VICE-PRESIDENT (TRUSTCORE FINANCIAL SERVICES LLC) | F | yes | 12/2017 | Mar 22, 2016 | Dec 16, 2022 |
| DEAN, JR., GARY, HILTON | VICE PRESIDENT, PARTNER | Na | yes | 12/2017 | Mar 22, 2016 | Dec 16, 2022 |
| EDMONDS, DARRYL, LYNN | DIRECTOR, CHAIRMAN OF THE BOARD | F | yes | 12/2017 | Apr 2, 2012 | Dec 16, 2022 |
| EDMONDS, DARRYL, LYNN | DIRECTOR, CHAIRMAN OF THE BOARD | Na | yes | 12/2017 | Apr 2, 2012 | Dec 16, 2022 |
| JACOBS, MIKAEL, WINNIE | Director | F | yes | 12/2017 | Apr 2, 2012 | Dec 16, 2022 |
| JACOBS, MIKAEL, WINNIE | Director | Na | yes | 12/2017 | Apr 2, 2012 | Dec 16, 2022 |
| MCINTYRE, LARUE, GEE | CHIEF COMPLIANCE OFFICER, PARTNER | F | yes | 01/2021 | Mar 10, 2015 | Dec 16, 2022 |
| MCINTYRE, LARUE, GEE | CHIEF COMPLIANCE OFFICER, PARTNER | Na | yes | 01/2021 | Mar 10, 2015 | Dec 16, 2022 |
| REED, WILLIAM, CRAIG | DIRECTOR (TRUSTCORE LLC), PRESIDENT (TRUSTCORE FINANCIAL SERVICES LLC) | F | yes | 12/2017 | Apr 2, 2012 | Dec 16, 2022 |
| REED, WILLIAM, CRAIG | President | Na | yes | 12/2017 | Apr 2, 2012 | Dec 16, 2022 |
| SINCLAIR, BOBBY, WEATHERFORD | Director | Na | yes | 12/2017 | Apr 2, 2012 | Dec 16, 2022 |
| SINCLAIR, BOBBY, WEATHERFORD | Director | F | yes | 12/2017 | Apr 2, 2012 | Dec 16, 2022 |
| TRUSTCORE LLC | HOLDING COMPANY | E | yes | 12/2017 | Jan 29, 2018 | Dec 16, 2022 |
| ADCOCK, JEFFERSON, CHARLES | Partner | Na | no | 03/2018 | Mar 29, 2018 | Dec 16, 2022 |
| ADCOCK, JEFFERSON, CHARLES | Partner | F | no | 03/2018 | Mar 29, 2018 | Dec 16, 2022 |
| BADER, MATTHEW, FIELD | Partner | Na | no | 01/2020 | Feb 1, 2021 | Dec 16, 2022 |
| BADER, MATTHEW, FIELD | Partner | F | no | 01/2020 | Feb 1, 2021 | Dec 16, 2022 |
| CALDWELL, ROBERT, BRADLEY | Partner | Na | no | 03/2018 | Mar 29, 2018 | Dec 16, 2022 |
| CALDWELL, ROBERT, BRADLEY | Partner | F | no | 03/2018 | Mar 29, 2018 | Dec 16, 2022 |
| JACOBS, MIKAEL, ALLEN | Partner | Na | no | 03/2018 | Jan 29, 2018 | Dec 16, 2022 |
| JACOBS, MIKAEL, ALLEN | Partner | F | no | 12/2017 | Jan 29, 2018 | Dec 16, 2022 |
| LEE, RANDALL, SCOTT | Partner | Na | no | 03/2018 | Mar 29, 2018 | Dec 16, 2022 |
| LEE, RANDALL, SCOTT | Partner | F | no | 03/2018 | Mar 29, 2018 | Dec 16, 2022 |
| MACDONALD, MARGARET, JANE | Partner | Na | no | 03/2018 | Mar 29, 2018 | Dec 16, 2022 |
| MACDONALD, MARGARET, JANE | Partner | F | no | 03/2018 | Mar 29, 2018 | Dec 16, 2022 |
| MILAM, ERIK, CANNON | Partner | F | no | 03/2018 | Mar 29, 2018 | Dec 16, 2022 |
| MILAM, ERIK, CANNON | Partner | Na | no | 03/2018 | Mar 29, 2018 | Dec 16, 2022 |
| MITCHELL, KEVIN, ALBERT | Partner | F | no | 01/2020 | Feb 1, 2021 | Dec 16, 2022 |
| MITCHELL, KEVIN, ALBERT | Partner | Na | no | 01/2020 | Feb 1, 2021 | Dec 16, 2022 |
| SINCLAIR, MATTHEW, TYLER | Partner | F | no | 12/2017 | Jan 29, 2018 | Dec 16, 2022 |
| SINCLAIR, MATTHEW, TYLER | Partner | Na | no | 03/2018 | Jan 29, 2018 | Dec 16, 2022 |
| TAYLOR, CLIFTON, RANDALL | Partner | Na | no | 03/2018 | Mar 29, 2018 | Dec 16, 2022 |
| TAYLOR, CLIFTON, RANDALL | Partner | F | no | 03/2018 | Mar 29, 2018 | Dec 16, 2022 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | n/a | Institutional manager | $1237B | N | yes | n/a |
| CAPFINANCIAL SECURITIES, LLC. | n/a | Former SEC adviser | $116B | N | yes | n/a |
| TRUSTCORE INSURANCE AGENCY, LLC | n/a | n/a | n/a | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2021 | Mar 29, 2022 | $2.4B | $2.2B | 46 | 32 | 0 | n/a | n/a |
| 2020 | Feb 1, 2021 | $1.9B | $1.8B | 46 | 32 | 0 | n/a | n/a |
| 2019 | Mar 21, 2020 | $1.6B | $1.5B | 44 | 24 | 1 | n/a | n/a |
| 2018 | Mar 13, 2019 | $1.3B | $1.1B | 42 | 27 | 0 | n/a | n/a |
| 2017 | Mar 29, 2018 | $1.3B | $1.1B | 44 | 25 | 0 | n/a | n/a |
| 2016 | Mar 24, 2017 | $1.1B | $754M | 45 | 28 | n/a | n/a | n/a |
| 2015 | Mar 22, 2016 | $1.0B | $673M | 46 | 28 | n/a | n/a | n/a |
| 2014 | Mar 19, 2015 | $1.2B | $802M | 52 | 34 | n/a | n/a | n/a |
| 2013 | Mar 27, 2014 | $1.1B | $659M | 52 | 33 | n/a | n/a | n/a |
| 2012 | Mar 27, 2013 | $1.0B | $515M | 51 | 32 | n/a | n/a | n/a |
| 2011 | Apr 2, 2012 | $895M | $26.3M | n/a | n/a | n/a | n/a | n/a |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2021 | $2.4B | $1.9B | 23.5% | $1.3B | 23.3% | 46 | 46 | 0 | 0 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | 2 | Mar 13, 2015 | Mar 13, 2015 | BRENTWOOD, TN | Team lift out | Other | 8.7% |