CIK 1591122
Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.
Firm-level facts as reported by the adviser on Form ADV Part 1A (latest filing 2026-05-01). Regulatory assets under management (RAUM) is Form ADV's gross figure and can differ from a 13F long book — it includes private-fund assets, leverage and non-13(f) securities. Titles and figures as-filed. Latest ADV filing 2026-05-01. Form ADV ↗
| Name | Title (as filed) | Since | Ownership |
|---|---|---|---|
| HILL, CHARLES, THOMAS | CHIEF FINANCIAL OFFICER AND SENIOR WEALTH ADVISOR | 2006-01 | 10–25% ·◆ |
| JORDAN, JOHN, GWYN | CHIEF INVESTMENT OFFICER AND MANAGING DIRECTOR | 2012-10 | 10–25% ·◆ |
| REMO, DELORES, ANN | CHIEF EXECUTIVE OFFICER AND MANAGING DIRECTOR | 2005-09 | 10–25% ·◆ |
| BARONIAN, CAROLINE, ELIZABETH | MANAGING DIRECTOR OF INVESTMENTS | 2025-01 | 5–10% ·◆ |
| CHAMBERS, MARSHALL, OGDEN | DIRECTOR OF CLIENT STRATEGY AND DEVELOPMENT | 2011-01 | 5–10% ·◆ |
| SIMMER, SARAH, CHRISTINE | MANAGING DIRECTOR OF CLIENT EXPERIENCE | 2022-01 | 5–10% ·◆ |
| GOCHENOUR, SARA, FRAZIER | CHIEF OPERATING OFFICER | 2024-03 | <5% ·◆ |
| LEITER, TINA, MARIE | CHIEF COMPLIANCE OFFICER | 2024-03 | <5% ·◆ |
| Roberts, Meagan, Elizabeth | MANAGING DIRECTOR OF FINANCIAL PLANNING AND TAX | 2025-01 | <5% ·◆ |
| HENDERSON, STEVEN, COLES | MANAGING DIRECTOR OF PRIVATE INVESTMENTS AND FOUNDATION STRATEGIES | 2025-01 | <5% |
| REMO HERITAGE VENTURE, LLCentity | MEMBER | 2022-08 | 25–50% ·◆ |
Direct owners and executive officers as filed on the adviser's Form ADV Schedule A (as-filed titles; ADV updates annually and on material change). This lists officers and 5%+ owners — not necessarily the full portfolio-management team.
Signed this manager's latest 13F (2026-Q1). The filing's authorized signatory — frequently a compliance officer, general counsel, or CFO — not necessarily the portfolio manager or firm leadership.
| Name | Role (as filed) | Departed after | Now at (if tracked) |
|---|---|---|---|
| FORTIN, JONATHAN, MICHAEL | TAX DIRECTOR | 2020-05 | — not seen at a tracked firm |
| BACON, LAURA, BENTLEY | CHIEF OPERATING OFFICER | 2017-03 | — not seen at a tracked firm |
| PROUTT, MARTHA, ORR | DIRECTOR OF MARKETING AND SPECIAL PROJECTS, LEAD ADVISOR · SENIOR RELATIONSHIP MANAGER · RELATIONSHIP MANAGER | 2016-05 | — not seen at a tracked firm |
| SISISKY, MARK, BROWN | MANAGING DIRECTOR | 2014-07 | — not seen at a tracked firm |
Named owners/officers on a past Form ADV Schedule A who are gone from the firm's latest filing. “Departed after” is the last dated filing they appear on. A landing shows only when the destination is another SEC-registered adviser we track.
