CIK 1734398
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 2026-05-19). 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 2026-05-19. Form ADV ↗
| Name | Title (as filed) | Since | Ownership |
|---|---|---|---|
| ALBERT, ASHLEIGH | CHIEF OPERATING OFFICER | 2025-12 | <5% ·◆ |
| CASSADY, JOHN, Laughlin | CEO/CO-CIO | 2020-10 | <5% ·◆ |
| FELDHAUS, MICHAEL, DAVID | MANAGER, DIRECTOR OF SALES & MARKETING | 2020-10 | <5% ·◆ |
| WITHROW, DAVID, LOWELL | MANAGER & SENIOR MARKET STRATEGIST | 2020-10 | <5% ·◆ |
| MASON, DENNIS, RICHARD | CCO | 2023-02 | <5% |
| BRIDGE & VINE LLCentity | MEMBER | 2020-10 | 50–75% ·◆ |
| T4G MANAGEMENT LLCentity | MEMBER | 2023-01 | 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) |
|---|---|---|---|
| Younker, Patricia, Sue | CHIEF OPERATING OFFICER | 2024-05 | — not seen at a tracked firm |
| SWENDIMAN, MATTHEW, ASHLEY | CHIEF COMPLIANCE OFFICER | 2023-01 | Crew Capital Management, Ltd, DEFINED WEALTH MANAGEMENT, LLC, ELEVATUS WELATH MANAGEMENT |
| GILMORE, MICHAEL, S | MANAGER · CEO & PRESIDENT · PRESIDENT · PRESIDENT & CHIEF COMPLIANCE OFFICER | 2021-06 | — not seen at a tracked firm |
| JENKINS, SUE ELLEN | MANAGER | 2021-06 | — not seen at a tracked firm |
| JURKOVIC, GORAN, MIKE | EXECUTIVE VICE PRESIDENT · CEO & CFO | 2020-06 | — not seen at a tracked firm |
| Davidson, Michael, Louis | CHIEF ADMINISTRATIVE OFFICER | 2019-09 | — not seen at a tracked firm |
| EMBS, CHARLES, HENRY | CHIEF OPERATING OFFICER | 2019-01 | — 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.
