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CRD 117769
COLLEGE STATION, TX
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 |
|---|---|---|---|---|---|---|
| RONNIE LYNN CRAIG | n/a | COLLEGE STATION, TX | 22 | 32 | n/a | no |
| JAMES MATTHEW LARKIN | n/a | COLLEGE STATION, TX | 14 | 18 | n/a | no |
| AUBRY JOHN TAYLOR | n/a | COLLEGE STATION, TX | 11 | 12 | n/a | no |
| Kyle Andrew Cox | n/a | COLLEGE STATION, TX | 2 | 13 | n/a | no |
| Isaac Scott Auvermann | n/a | COLLEGE STATION, TX | 0 | 11 | 1 | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| CRAIG, RONNIE, LYNN | President | C | yes | 06/2003 | Jan 25, 2012 | Jan 16, 2024 |
| LARKIN, JAMES, MATTHEW | CHIEF COMPLIANCE OFFICER/SHAREHOLDER | C | yes | 08/2008 | Jan 25, 2012 | Jan 16, 2024 |
| LEVERKUHN, DILLARD, EUGENE | Shareholder | B | yes | 07/2005 | Jan 25, 2012 | Jan 16, 2024 |
| TAYLOR, AUBRY, JOHN | Shareholder | B | yes | 07/2021 | Jul 16, 2021 | Jan 16, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| THOMPSON, DERRIG & CRAIG, P.C. | n/a | n/a | n/a | Y | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 19, 2026 | $178M | $0 | 4 | 1 | 0 | n/a | n/a |
| 2024 | Jan 27, 2025 | $172M | $0 | 5 | 5 | 0 | n/a | n/a |
| 2023 | Jan 16, 2024 | $152M | $0 | 5 | 5 | 0 | n/a | n/a |
| 2022 | Jan 25, 2023 | $145M | $0 | 4 | 4 | 0 | n/a | n/a |
| 2021 | Jan 31, 2022 | $138M | $0 | 5 | 4 | 0 | n/a | n/a |
| 2011 | Jan 25, 2012 | $50.7M | $0 | 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 |
|---|---|---|---|---|---|---|---|---|
| 1 | 0 | 1 | 0.0% | 0 | 0 | 0 | 1 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $178M | $172M | 3.3% | $145M | 7.0% | 4 | 5 | 0 | 0 |