CIK 1795934
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 2026-03-20). 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 2026-03-20. Form ADV ↗
| Name | Title (as filed) | Since | Ownership |
|---|---|---|---|
| Brown, Christopher, Mark | CHIEF COMPLIANCE OFFICER | 2021-11 | <5% ·◆ |
| King, James, Andrew | PRESIDENT | 2024-12 | <5% ·◆ |
| MELLARD, NANCY, MARIE | DIRECTOR | 2024-01 | <5% ·◆ |
| CBIZ OPERATIONS INC.entity | SOLE MEMBER | 2016-09 | 75%+ ·◆ |
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) |
|---|---|---|---|
| MILOVANCEV, STANLEY, DONALD | PRESIDENT | 2024-08 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors |
| DEAN, BRIAN, EDWARD | PRESIDENT | 2023-11 | — not seen at a tracked firm |
| GEFFERT, JOHN, JOSEPH | MANAGER | 2023-11 | — not seen at a tracked firm |
| MACKINNON, JOHN, DOUGLAS | CHIEF COMPLIANCE OFFICER | 2021-09 | — not seen at a tracked firm |
| LOUTTIT, KATHRYN, HALE | EXECUTIVE REPRESENTATIVE AND CHIEF COMPLIANCE OFFICER | 2021-03 | — not seen at a tracked firm |
| MORELLI, MATTHEW, JOSEPH | CHIEF OF STAFF | 2020-11 | — not seen at a tracked firm |
| BAUM, LUKE, FLAGG | CHIEF COMPLIANCE OFFICER | 2017-09 | — not seen at a tracked firm |
| GRISKO, JEROME, PAUL | DIRECTOR | 2017-01 | — 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.
