CIK 1907898
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 |
|---|---|---|---|
| Adams, William, Dennis | SECRETARY TREASURER | 2025-07 | <5% ·◆ |
| FRANK, RYAN, BENJAMIN | DIRECTOR & PRESIDENT | 2023-01 | <5% ·◆ |
| GARNER, CAITLIN, PATRICIA WINTER | CHIEF COMPLIANCE OFFICER | 2024-03 | <5% ·◆ |
| PATALON, ROBIN, KAY | VICE PRESIDENT, DIRECTOR | 2017-06 | <5% ·◆ |
| SC&H GROUP, INC.entity | SHAREHOLDER | 2007-01 | 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) |
|---|---|---|---|
| HORNING, GREGORY, SCOTT | VICE PRESIDENT (1/2021), DIRECTOR · PRESIDENT, CEO, DIRECTOR · PRESIDENT, CEO, CHIEF COMPLIANCE OFFICER | 2024-08 | — not seen at a tracked firm |
| THOMPSON, ANDREW, LEWIS HOLLINGSWORTH | PRESIDENT (1/2021) DIRECTOR · VICE PRESIDENT, DIRECTOR · VICE PRESIDENT | 2024-08 | — not seen at a tracked firm |
| SCHROPP, JEFFREY, MICHAEL | CHIEF COMPLIANCE OFFICER | 2023-03 | POTOMAC FUND MANAGEMENT INC /ADV |
| WILHELM, AMANDA, WOODDELL | DIRECTOR | 2023-03 | — not seen at a tracked firm |
| Donovan, Moira, Melloy | CHIEF COMPLIANCE OFFICER | 2020-09 | Patient Capital Management, LLC |
| YOUNG, MICHAEL, JEROME | SECRETARY, TREASURER, VICE PRESIDENT · TREASURER, VICE PRESIDENT | 2017-05 | — not seen at a tracked firm |
| CAUSEY, RONALD, MARK | CHAIRMAN · CHARIMAN | 2017-05 | — not seen at a tracked firm |
| WORKMAN, TODD, CHARLES | SECRETARY | 2015-01 | — not seen at a tracked firm |
| STOUT, THOMAS, ERIC | CHAIRMAN | 2012-02 | — 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.
