CIK 1802816
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.
| Name | Title (as filed) | Since | Ownership |
|---|---|---|---|
| MABRY, MORGAN, E | CHIEF INVESTMENT OFFICER | 2024-01 | 10–25% ·◆ |
| MABRY, MICHELLE, LAIS | CHIEF EXECUTIVE OFFICER | 2020-07 | <5% ·◆ |
| STIEH, DAVID, GEORGE | CHIEF COMPLIANCE OFFICER | 2025-02 | <5% ·◆ |
| WEALTH MANAGEMENT CONSULTANTS, INC.entity | OWNER | 2013-03 | 50–75% ·◆ |
| DGS CAPITAL SOLUTIONS, LLCentity | OWNER | 2024-01 | 10–25% |
| ZAFFIRI CAPITALentity | OWNER | 2024-01 | 10–25% |
| CLIENT 1ST ADVISORS, INC.entity | OWNER | 2013-03 | <5% |
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) |
|---|---|---|---|
| PONTZER, HERBERT, ALOYSIUS | CHIEF COMPLIANCE OFFICER | 2024-07 | — not seen at a tracked firm |
| PHILLIPS, CRAIG, SCOTT | PRESIDENT · FOUNDER AND PRESIDENT · CHIEF COMPLIANCE OFFICER · CHIEF EXECUTIVE OFFICER · CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, MANAGING MEMBER · CHIEF EXECUTIVE OFFICER / MANAGING MEMBER | 2023-08 | — not seen at a tracked firm |
| Fedder, Shaun, Patrick | MANAGING MEMBER | 2018-06 | — not seen at a tracked firm |
| MEARS, ANDREA, DIANE | CHIEF INVESTMENT OFFICER | 2015-03 | — not seen at a tracked firm |
| MORGAN, VICKI | CHIEF COMPLIANCE OFFICER | 2013-08 | — 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.
