KANAWHA CAPITAL MANAGEMENT, LLC
CRD #118458 SEC #801-60800 RICHMOND, VA 804-359-3900
SEC Registered
Total AUM
$1.6B
Discretionary
$1.6B
Employees
10
Clients
26
Accounts
1,378
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 6, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BERG, DANIEL, JEREMY | I | DIRECTOR OF FINANCE | NA | |
| BERG, DANIEL, JEREMY | I | DIRECTOR OF FINANCE | NA | |
| BERG, DANIEL, JEREMY | I | DIRECTOR OF FINANCE | NA | |
| BERG, DANIEL, JEREMY | I | DIRECTOR OF FINANCE | NA | |
| BERG, DANIEL, JEREMY | I | DIRECTOR OF FINANCE | NA | |
| BERG, DANIEL, JEREMY | I | DIRECTOR OF FINANCE | NA | |
| BERG, DANIEL, JEREMY | I | DIRECTOR OF FINANCE | NA | |
| BERG, DANIEL, JEREMY | I | DIRECTOR OF FINANCE | NA | |
| BERG, DANIEL, JEREMY | I | DIRECTOR OF FINANCE | NA | |
| BERG, DANIEL, JEREMY | I | DIRECTOR OF FINANCE | NA | |
| BERG, DANIEL, JEREMY | I | DIRECTOR OF FINANCE | NA | |
| BERG, DANIEL, JEREMY | I | DIRECTOR OF FINANCE | NA | |
| BERG, DANIEL, JEREMY | I | DIRECTOR OF FINANCE | NA | |
| BERG, DANIEL, JEREMY | I | DIRECTOR OF FINANCE | NA | |
| BERG, DANIEL, JEREMY | I | DIRECTOR OF FINANCE | NA | |
| BERG, DANIEL, JEREMY | I | DIRECTOR OF FINANCE | NA | |
| BOYLE, JOHN, THOMAS | I | PRINCIPAL | NA | |
| BOYLE, JOHN, THOMAS | I | PRINCIPAL | NA | |
| BOYLE, JOHN, THOMAS | I | PRINCIPAL | NA | |
| BOYLE, JOHN, THOMAS | I | PRINCIPAL | NA | |
| BOYLE, JOHN, THOMAS | I | PRINCIPAL | NA | |
| BOYLE, JOHN, THOMAS | I | PRINCIPAL | NA | |
| BOYLE, JOHN, THOMAS | I | PRINCIPAL | NA | |
| BOYLE, JOHN, THOMAS | I | PRINCIPAL | NA | |
| BOYLE, JOHN, THOMAS | I | PRINCIPAL | NA | |
| BOYLE, JOHN, THOMAS | I | PRINCIPAL | NA | |
| CHAPPELL, WILLIAM, BATES | I | MANAGING DIRECTOR/MANAGING MEMBER | NA | Control |
| CHAPPELL, WILLIAM, BATES | I | MANAGING DIRECTOR/MANAGING MEMBER | NA | Control |
| CHAPPELL, WILLIAM, BATES | I | MANAGING DIRECTOR | NA | Control |
| CHAPPELL, WILLIAM, BATES | I | MANAGING DIRECTOR/MANAGING MEMBER | NA | Control |
| CHAPPELL, WILLIAM, BATES | I | MANAGING DIRECTOR/MANAGING MEMBER | NA | Control |
| CHAPPELL, WILLIAM, BATES | I | MANAGING DIRECTOR/MANAGING MEMBER | NA | Control |
| CHAPPELL, WILLIAM, BATES | I | MANAGING DIRECTOR | NA | Control |
| CHAPPELL, WILLIAM, BATES | I | MANAGING DIRECTOR | NA | Control |
| CHAPPELL, WILLIAM, BATES | I | MANAGING DIRECTOR | NA | Control |
| CORNE, ROBERT, JEFFERY | I | VICE PRESIDENT AND SECRETARY | NA | Control |
| CORNE, ROBERT, JEFFERY | I | VICE PRESIDENT AND SECRETARY | NA | Control |
| CORNE, ROBERT, JEFFERY | I | VICE PRESIDENT AND SECRETARY | NA | Control |
| CORNE, ROBERT, JEFFERY | I | VICE PRESIDENT AND SECRETARY | NA | Control |
| CORNE, ROBERT, JEFFERY | I | VICE PRESIDENT AND SECRETARY | NA | Control |
| CORNE, ROBERT, JEFFERY | I | VICE PRESIDENT AND SECRETARY | NA | Control |
| CORNE, ROBERT, JEFFERY | I | VICE PRESIDENT AND SECRETARY | NA | Control |
| FOX, CHARLES, KEELY | I | PRESIDENT/CHIEF MANAGER/CCO | NA | Control |
| FOX, CHARLES, KEELY | I | PRESIDENT/CHIEF MANAGER/CCO | NA | Control |
| FOX, CHARLES, KEELY | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | NA | Control |
| FOX, CHARLES, KEELY | I | PRESIDENT/CHIEF MANAGER/CCO | NA | Control |
| FOX, CHARLES, KEELY | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | NA | Control |
| FOX, CHARLES, KEELY | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | NA | Control |
| FOX, CHARLES, KEELY | I | MANAGING DIRECTOR | NA | Control |
| FOX, CHARLES, KEELY | I | MANAGING DIRECTOR | NA | Control |
| FOX, CHARLES, KEELY | I | PRESIDENT - MANAGING DIRECTOR | NA | Control |
| GARNER, THOMAS, KIRBY | I | MANAGING DIRECTOR, MEMBER | NA | Control |
| GARNER, THOMAS, KIRBY | I | MANAGING DIRECTOR, MEMBER | NA | Control |
| GARNER, THOMAS, KIRBY | I | MANAGING DIRECTOR, MEMBER | NA | Control |
| GARNER, THOMAS, KIRBY | I | MANAGING DIRECTOR, MEMBER | NA | Control |
| GARNER, THOMAS, KIRBY | I | MANAGING DIRECTOR, MEMBER | NA | Control |
| GARNER, THOMAS, KIRBY | I | MANAGING DIRECTOR, MEMBER | NA | Control |
| GARNER, THOMAS, KIRBY | I | MANAGING DIRECTOR, MEMBER | NA | Control |
| GARNER, THOMAS, KIRBY | I | MANAGING DIRECTOR, MEMBER | NA | Control |
| GARNER, THOMAS, KIRBY | I | MANAGING DIRECTOR, MEMBER | NA | Control |
| GARNER, THOMAS, KIRBY | I | MANAGING DIRECTOR, MEMBER | NA | Control |
| GARNER, THOMAS, KIRBY | I | MANAGING DIRECTOR | NA | Control |
| GARNER, THOMAS, KIRBY | I | MANAGING DIRECTOR, MEMBER | NA | Control |
| GARNER, THOMAS, KIRBY | I | MANAGING DIRECTOR, MEMBER | NA | Control |
| GARNER, THOMAS, KIRBY | I | MANAGING DIRECTOR | NA | Control |
| GARNER, THOMAS, KIRBY | I | MANAGING DIRECTOR | NA | Control |
| GARNER, THOMAS, KIRBY | I | MANAGING DIRECTOR | NA | Control |
| GARNER, THOMAS, KIRBY | I | MANAGING DIRECTOR | NA | Control |
| GARNER, THOMAS, KIRBY | I | MANAGING DIRECTOR | NA | Control |
| GARNER, THOMAS, KIRBY | I | MANAGING DIRECTOR | NA | Control |
| GARNER, THOMAS, KIRBY | I | MANAGING DIRECTOR | NA | Control |
| GARNER, THOMAS, KIRBY | I | MANAGING DIRECTOR | NA | Control |
| GARNER, THOMAS, KIRBY | I | MANAGING DIRECTOR | NA | Control |
| GARNER, THOMAS, KIRBY | I | PRESIDENT | NA | Control |
| GARNER, THOMAS, KIRBY | I | PRESIDENT | NA | Control |
| GARNER, THOMAS, KIRBY | I | PRESIDENT | NA | Control |
| GARNER, THOMAS, KIRBY | I | PRESIDENT | NA | Control |
| GARNER, THOMAS, KIRBY | I | PRESIDENT | NA | Control |
| GARNER, THOMAS, KIRBY | I | PRESIDENT | NA | Control |
| GARNER, THOMAS, KIRBY | I | PRESIDENT | NA | Control |
| GARNER, THOMAS, KIRBY | I | PRESIDENT | NA | Control |
| GARNER, THOMAS, KIRBY | I | PRESIDENT | NA | Control |
| GARNER, THOMAS, KIRBY | I | PRESIDENT | NA | Control |
| GARNER, THOMAS, KIRBY | I | PRESIDENT | NA | Control |
| GARNER, THOMAS, KIRBY | I | PRESIDENT | NA | Control |
| GARNER, THOMAS, KIRBY | I | PRESIDENT | NA | Control |
| GARNER, THOMAS, KIRBY | I | PRESIDENT | NA | Control |
| GARNER, THOMAS, KIRBY | I | PRESIDENT | NA | Control |
| GARNER, THOMAS, KIRBY | I | PRESIDENT | NA | Control |
| GARNER, THOMAS, KIRBY | I | PRESIDENT | NA | Control |
| GARNER, THOMAS, KIRBY | I | PRESIDENT | NA | Control |
| GARNER, THOMAS, KIRBY | I | PRESIDENT | NA | Control |
| GARNER, THOMAS, KIRBY | I | PRESIDENT | NA | Control |
| HACKER, JUSTIN, BRUCE | I | SECRETARY/TREASURER | NA | |
| HACKER, JUSTIN, BRUCE | I | SECRETARY/TREASURER | NA | |
| HACKER, JUSTIN, BRUCE | I | SECRETARY/TREASURER | NA | |
| MUNSON, PAUL, CORDELL | I | MANAGING DIRECTOR/MANAGING MEMBER | NA | Control |
| MUNSON, PAUL, CORDELL | I | MANAGING DIRECTOR/MANAGING MEMBER | NA | Control |
| MUNSON, PAUL, CORDELL | I | MANAGING DIRECTOR | NA | Control |
| MUNSON, PAUL, CORDELL | I | MANAGING DIRECTOR/MANAGING MEMBER | NA | Control |
| MUNSON, PAUL, CORDELL | I | MANAGING DIRECTOR/MANAGING MEMBER | NA | Control |
| MUNSON, PAUL, CORDELL | I | MANAGING DIRECTOR/MANAGING MEMBER | NA | Control |
| MUNSON, PAUL, CORDELL | I | MANAGING DIRECTOR | NA | Control |
| PAGLIUCO, ROBERT, STEVEN | I | EXECUTIVE VICE PRESIDENT AND TREASURER | NA | Control |
| PAGLIUCO, ROBERT, STEVEN | I | EXECUTIVE VICE PRESIDENT AND TREASURER | NA | Control |
| PAGLIUCO, ROBERT, STEVEN | I | EXECUTIVE VICE PRESIDENT AND TREASURER | NA | Control |
| PAGLIUCO, ROBERT, STEVEN | I | EXECUTIVE VICE PRESIDENT AND TREASURER | NA | |
| PAGLIUCO, ROBERT, STEVEN | I | EXECUTIVE VICE PRESIDENT AND TREASURER | NA | |
| SEAY, KEVIN, SCOTT | I | MANAGING DIRECTOR | NA | Control |
| SEAY, KEVIN, SCOTT | I | MANAGING DIRECTOR | NA | Control |
| SEAY, KEVIN, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SEAY, KEVIN, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SEAY, KEVIN, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SEAY, KEVIN, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SEAY, KEVIN, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SEAY, KEVIN, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SEAY, KEVIN, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SEAY, KEVIN, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SEAY, KEVIN, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SEAY, KEVIN, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SEAY, KEVIN, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SEAY, KEVIN, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SEAY, KEVIN, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SEAY, KEVIN, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SEAY, KEVIN, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SEAY, KEVIN, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SEAY, KEVIN, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SEAY, KEVIN, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SEAY, KEVIN, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SEAY, KEVIN, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SINGLETON, CHRISTOPHER, JEROME | I | MANAGING DIRECTOR/MANAGING MEMBER | NA | Control |
| SINGLETON, CHRISTOPHER, JEROME | I | MANAGING DIRECTOR/MANAGING MEMBER | NA | Control |
| SINGLETON, CHRISTOPHER, JEROME | I | MANAGING DIRECTOR | NA | Control |
| SINGLETON, CHRISTOPHER, JEROME | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SINGLETON, CHRISTOPHER, JEROME | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SINGLETON, CHRISTOPHER, JEROME | I | MANAGING DIRECTOR/MANAGING MEMBER | NA | Control |
| SINGLETON, CHRISTOPHER, JEROME | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SINGLETON, CHRISTOPHER, JEROME | I | MANAGING DIRECTOR/MANAGING MEMBER | NA | Control |
| SINGLETON, CHRISTOPHER, JEROME | I | MANAGING DIRECTOR/MANAGING MEMBER | NA | Control |
| SINGLETON, CHRISTOPHER, JEROME | I | MANAGING DIRECTOR | NA | Control |
| SINGLETON, CHRISTOPHER, JEROME | I | MANAGING DIRECTOR | NA | Control |
| SINGLETON, CHRISTOPHER, JEROME | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SINGLETON, CHRISTOPHER, JEROME | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SINGLETON, CHRISTOPHER, JEROME | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SINGLETON, CHRISTOPHER, JEROME | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SINGLETON, CHRISTOPHER, JEROME | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SINGLETON, CHRISTOPHER, JEROME | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SINGLETON, CHRISTOPHER, JEROME | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SINGLETON, CHRISTOPHER, JEROME | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SINGLETON, CHRISTOPHER, JEROME | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SINGLETON, CHRISTOPHER, JEROME | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SINGLETON, CHRISTOPHER, JEROME | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SINGLETON, CHRISTOPHER, JEROME | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SINGLETON, CHRISTOPHER, JEROME | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SINGLETON, CHRISTOPHER, JEROME | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SINGLETON, CHRISTOPHER, JEROME | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SINGLETON, CHRISTOPHER, JEROME | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SINGLETON, CHRISTOPHER, JEROME | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SINGLETON, CHRISTOPHER, JEROME | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SINGLETON, CHRISTOPHER, JEROME | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SINGLETON, CHRISTOPHER, JEROME | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SINGLETON, CHRISTOPHER, JEROME | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SINGLETON, CHRISTOPHER, JEROME | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SINGLETON, CHRISTOPHER, JEROME | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SINGLETON, CHRISTOPHER, JEROME | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SINGLETON, CHRISTOPHER, JEROME | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SINGLETON, CHRISTOPHER, JEROME | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SINGLETON, CHRISTOPHER, JEROME | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SINGLETON, CHRISTOPHER, JEROME | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SINGLETON, CHRISTOPHER, JEROME | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SINGLETON, CHRISTOPHER, JEROME | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SINGLETON, CHRISTOPHER, JEROME | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SINGLETON, CHRISTOPHER, JEROME | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SINGLETON, CHRISTOPHER, JEROME | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SINGLETON, CHRISTOPHER, JEROME | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SINGLETON, CHRISTOPHER, JEROME | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SINGLETON, CHRISTOPHER, JEROME | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SINGLETON, CHRISTOPHER, JEROME | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SINGLETON, CHRISTOPHER, JEROME | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SINGLETON, CHRISTOPHER, JEROME | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SINGLETON, CHRISTOPHER, JEROME | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SINGLETON, CHRISTOPHER, JEROME | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SINGLETON, CHRISTOPHER, JEROME | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SINGLETON, CHRISTOPHER, JEROME | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SINGLETON, CHRISTOPHER, JEROME | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SINGLETON, CHRISTOPHER, JEROME | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SINGLETON, CHRISTOPHER, JEROME | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SINGLETON, CHRISTOPHER, JEROME | I | CHIEF INVESTMENT OFFICER | NA | Control |
| THETFORD, MICHELLE, MARIE | I | PRINCIPAL | NA | |
| THETFORD, MICHELLE, MARIE | I | PRINCIPAL | NA | |
| THETFORD, MICHELLE, MARIE | I | PRINCIPAL | NA | |
| THETFORD, MICHELLE, MARIE | I | PRINCIPAL | NA | |
| THETFORD, MICHELLE, MARIE | I | PRINCIPAL | NA | |
| WILLIFORD, RICHARD, SELFE | I | MANAGING DIRECTOR/MANAGING MEMBER | NA | Control |
| WILLIFORD, RICHARD, SELFE | I | MANAGING DIRECTOR/MANAGING MEMBER | NA | Control |
| WILLIFORD, RICHARD, SELFE | I | MANAGING DIRECTOR | NA | Control |
| WILLIFORD, RICHARD, SELFE | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | NA | Control |
| WILLIFORD, RICHARD, SELFE | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | NA | Control |
| WILLIFORD, RICHARD, SELFE | I | MANAGING DIRECTOR/MANAGING MEMBER | NA | Control |
| WILLIFORD, RICHARD, SELFE | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | NA | Control |
| WILLIFORD, RICHARD, SELFE | I | MANAGING DIRECTOR/MANAGING MEMBER | NA | Control |
| WILLIFORD, RICHARD, SELFE | I | MANAGING DIRECTOR/MANAGING MEMBER | NA | Control |
| WILLIFORD, RICHARD, SELFE | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | NA | Control |
| WILLIFORD, RICHARD, SELFE | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | NA | Control |
| WILLIFORD, RICHARD, SELFE | I | MANAGING DIRECTOR | NA | Control |
| WILLIFORD, RICHARD, SELFE | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | NA | Control |
| WILLIFORD, RICHARD, SELFE | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | NA | Control |
| WILLIFORD, RICHARD, SELFE | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | NA | Control |
| WILLIFORD, RICHARD, SELFE | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | NA | Control |
| WILLIFORD, RICHARD, SELFE | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | NA | Control |
| WILLIFORD, RICHARD, SELFE | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | NA | Control |
| WILLIFORD, RICHARD, SELFE | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | NA | Control |
| WILLIFORD, RICHARD, SELFE | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | NA | Control |
| WILLIFORD, RICHARD, SELFE | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | NA | Control |
| WILLIFORD, RICHARD, SELFE | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | NA | Control |
| WILLIFORD, RICHARD, SELFE | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | NA | Control |
| WOODS, TIMOTHY, BERNARD | I | PRINCIPAL | NA | |
| WEALTHTRUST LLC | DE | MEMBER | E | Control |
| WEALTHTRUST LLC | DE | MEMBER | E | Control |
| WEALTHTRUST LLC | DE | MEMBER | E | Control |
| WEALTHTRUST LLC | DE | MEMBER | E | Control |
| WEALTHTRUST LLC | DE | MEMBER | E | Control |
| WEALTHTRUST LLC | DE | MEMBER | E | Control |
| WEALTHTRUST LLC | DE | MEMBER | E | Control |
| WEALTHTRUST LLC | DE | MEMBER | E | Control |
| WEALTHTRUST LLC | DE | MEMBER | E | Control |
| WEALTHTRUST LLC | DE | MEMBER | E | Control |
| WEALTHTRUST LLC | DE | MEMBER | E | Control |
| WEALTHTRUST LLC | DE | MEMBER | E | Control |
| WEALTHTRUST LLC | DE | MEMBER | E | Control |
| WEALTHTRUST LLC | DE | MEMBER | E | Control |
| WEALTHTRUST LLC | DE | MEMBER | E | Control |
| WEALTHTRUST LLC | DE | MEMBER | E | Control |
| WEALTHTRUST LLC | DE | MEMBER | E | Control |
| WEALTHTRUST LLC | DE | MEMBER | E | Control |
| WEALTHTRUST LLC | DE | MEMBER | E | Control |
| WEALTHTRUST LLC | DE | MEMBER | E | Control |
| WEALTHTRUST LLC | DE | MEMBER | E | Control |
| WEALTHTRUST LLC | DE | MEMBER | E | Control |
| WEALTHTRUST LLC | DE | MEMBER | E | Control |
| WEALTHTRUST LLC | DE | MEMBER | E | Control |
| WEALTHTRUST LLC | DE | MEMBER | E | Control |
| WEALTHTRUST LLC | DE | MEMBER | E | Control |
| WEALTHTRUST LLC | DE | MEMBER | E | Control |
| WEALTHTRUST LLC | DE | MEMBER | E | Control |
| WEALTHTRUST LLC | DE | MEMBER | E | Control |
| WEALTHTRUST, INC. | DE | MEMBER | E | Control |
| WEALTHTRUST, INC. | DE | MEMBER | E | Control |
| WEALTHTRUST, INC. | DE | MEMBER | E | Control |
| WEALTHTRUST, INC. | DE | MEMBER | E | Control |
| WT ACQUISITION, LLC | DE | OWNER | E | Control |
| WT ACQUISITION, LLC | DE | OWNER | E | Control |
| WT ACQUISITION, LLC | DE | OWNER | E | Control |
| WT ACQUISITION, LLC | DE | OWNER | E | Control |
| WT ACQUISITION, LLC | DE | OWNER | E | Control |
| WT ACQUISITION, LLC | DE | OWNER | E | Control |
| WT ACQUISITION, LLC | DE | OWNER | E | Control |
| WT ACQUISITION, LLC | DE | OWNER | E | Control |
| WT ACQUISITION, LLC | DE | OWNER | E | Control |
| WT ACQUISITION, LLC | DE | OWNER | E | Control |
| WT ACQUISITION, LLC | DE | OWNER | E | Control |
| WT ACQUISITION, LLC | DE | OWNER | E | Control |
| WT ACQUISITION, LLC | DE | OWNER | E | Control |
| WT ACQUISITION, LLC | DE | OWNER | E | Control |
| WT ACQUISITION, LLC | DE | OWNER | E | Control |
| WT ACQUISITION, LLC | DE | OWNER | E | Control |
| WT ACQUISITION, LLC | DE | OWNER | E | Control |
| WT ACQUISITION, LLC | DE | OWNER | E | Control |
| WT ACQUISITION, LLC | DE | OWNER | E | Control |
| WT ACQUISITION, LLC | DE | OWNER | E | Control |
| WT ACQUISITION, LLC | DE | OWNER | E | Control |
| WT ACQUISITION, LLC | DE | OWNER | E | Control |
| WT ACQUISITION, LLC | DE | OWNER | E | Control |
| WILLIFORD, RICHARD, SELFE | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | A | Control |
| WILLIFORD, RICHARD, SELFE | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | A | Control |
| WILLIFORD, RICHARD, SELFE | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | A | Control |
| WILLIFORD, RICHARD, SELFE | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | A | Control |
| WILLIFORD, RICHARD, SELFE | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | A | Control |
| WILLIFORD, RICHARD, SELFE | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | A | Control |
| WILLIFORD, RICHARD, SELFE | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | A | Control |
| WILLIFORD, RICHARD, SELFE | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | A | Control |
| WILLIFORD, RICHARD, SELFE | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | A | Control |
| WILLIFORD, RICHARD, SELFE | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | A | Control |
| WILLIFORD, RICHARD, SELFE | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | A | Control |
| WILLIFORD, RICHARD, SELFE | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | A | Control |
| WILLIFORD, RICHARD, SELFE | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | A | Control |
| WILLIFORD, RICHARD, SELFE | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | A | Control |
| WILLIFORD, RICHARD, SELFE | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | A | Control |
| WILLIFORD, RICHARD, SELFE | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | A | Control |
| WILLIFORD, RICHARD, SELFE | I | MANAGING DIRECTOR | A | Control |
| WILLIFORD, RICHARD, SELFE | I | MANAGING DIRECTOR | A | Control |
| WILLIFORD, RICHARD, SELFE | I | MANAGING DIRECTOR | A | Control |
| WILLIFORD, RICHARD, SELFE | I | MANAGING DIRECTOR | A | Control |
| WILLIFORD, RICHARD, SELFE | I | MANAGING DIRECTOR | A | Control |
| WILLIFORD, RICHARD, SELFE | I | MANAGING DIRECTOR | A | Control |
| WILLIFORD, RICHARD, SELFE | I | MANAGING DIRECTOR | A | Control |
| WILLIFORD, RICHARD, SELFE | I | MANAGING DIRECTOR | A | Control |
| WILLIFORD, RICHARD, SELFE | I | MANAGING DIRECTOR | A | Control |
| WILLIFORD, RICHARD, SELFE | I | MANAGING DIRECTOR | A | Control |
| WILLIFORD, RICHARD, SELFE | I | MANAGING DIRECTOR | A | Control |
| WILLIFORD, RICHARD, SELFE | I | MANAGING DIRECTOR | A | Control |
| WILLIFORD, RICHARD, SELFE | I | MANAGING DIRECTOR | A | Control |
| WILLIFORD, RICHARD, SELFE | I | MANAGING DIRECTOR | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| AWP GP LLC | DE | AWP I LP | F | Control |
| AWP GP LLC | DE | AWP I LP | F | Control |
| AWP GP LLC | DE | AWP I LP | F | Control |
| AWP GP LLC | DE | AWP I LP | F | Control |
| AWP GP LLC | DE | AWP I LP | F | Control |
| AWP GP LLC | DE | AWP I LP | F | Control |
| AWP GP LLC | DE | AWP I LP | F | Control |
| AWP GP LLC | DE | AWP I LP | F | Control |
| AWP GP LLC | DE | AWP I LP | F | Control |
| BALL, GEORGE, LESTER | I | AWP GP LLC | F | Control |
| BALL, GEORGE, LESTER | I | AWP GP LLC | F | Control |
| BALL, GEORGE, LESTER | I | AWP GP LLC | F | Control |
| BALL, GEORGE, LESTER | I | AWP GP LLC | F | Control |
| BALL, GEORGE, LESTER | I | AWP GP LLC | F | Control |
| BALL, GEORGE, LESTER | I | AWP GP LLC | F | Control |
| BALL, GEORGE, LESTER | I | AWP GP LLC | F | Control |
| BALL, GEORGE, LESTER | I | AWP GP LLC | F | Control |
| BALL, GEORGE, LESTER | I | AWP GP LLC | F | Control |
| DEEM, HOLLY, DAY | I | AWP GP LLC | F | Control |
| DEEM, HOLLY, DAY | I | AWP GP LLC | F | Control |
| DEEM, HOLLY, DAY | I | AWP GP LLC | F | Control |
| DEEM, HOLLY, DAY | I | AWP GP LLC | F | Control |
| DEEM, HOLLY, DAY | I | AWP GP LLC | F | Control |
| DEEM, HOLLY, DAY | I | AWP GP LLC | F | Control |
| DEEM, HOLLY, DAY | I | AWP GP LLC | F | Control |
| DEEM, HOLLY, DAY | I | AWP GP LLC | F | Control |
| DEEM, HOLLY, DAY | I | AWP GP LLC | F | Control |
| GORMLEY, MARK, KEVIN | I | AWP GP LLC | F | Control |
| GORMLEY, MARK, KEVIN | I | AWP GP LLC | F | Control |
| GORMLEY, MARK, KEVIN | I | AWP GP LLC | F | Control |
| GORMLEY, MARK, KEVIN | I | AWP GP LLC | F | Control |
| GORMLEY, MARK, KEVIN | I | AWP GP LLC | F | Control |
| GORMLEY, MARK, KEVIN | I | AWP GP LLC | F | Control |
| GORMLEY, MARK, KEVIN | I | AWP GP LLC | F | Control |
| GORMLEY, MARK, KEVIN | I | AWP GP LLC | F | Control |
| GORMLEY, MARK, KEVIN | I | AWP GP LLC | F | Control |
| LEE EQUITY PARTNERS GP, LLC | DE | LEE EQUITY PARTNERS FUND SUMMER AIV, LP | F | Control |
| LEE EQUITY PARTNERS GP, LLC | DE | LEE EQUITY PARTNERS FUND SUMMER AIV, LP | F | Control |
| LEE EQUITY PARTNERS GP, LLC | DE | LEE EQUITY PARTNERS FUND SUMMER AIV, LP | F | Control |
| LEE EQUITY PARTNERS GP, LLC | DE | LEE EQUITY PARTNERS FUND SUMMER AIV, LP | F | Control |
| LEE EQUITY PARTNERS REALIZATION FUND GP, LLC | DE | LEE EQUITY PARTNERS REALIZATION FUND SUMMER AIV, LP | F | Control |
| LEE EQUITY PARTNERS REALIZATION FUND GP, LLC | DE | LEP REALIZATION FEEDER, LP | F | Control |
| LEE EQUITY PARTNERS REALIZATION FUND GP, LLC | DE | LEE EQUITY PARTNERS REALIZATION FUND SUMMER AIV, LP | F | Control |
| LEE EQUITY PARTNERS REALIZATION FUND GP, LLC | DE | LEP REALIZATION FEEDER, LP | F | Control |
| LEE EQUITY PARTNERS REALIZATION FUND GP, LLC | DE | LEE EQUITY PARTNERS REALIZATION FUND SUMMER AIV, LP | F | Control |
| LEE EQUITY PARTNERS REALIZATION FUND GP, LLC | DE | LEP REALIZATION FEEDER, LP | F | Control |
| LEE EQUITY PARTNERS REALIZATION FUND GP, LLC | DE | LEE EQUITY PARTNERS REALIZATION FUND SUMMER AIV, LP | F | Control |
| LEE EQUITY PARTNERS REALIZATION FUND GP, LLC | DE | LEP REALIZATION FEEDER, LP | F | Control |
| LEE EQUITY PARTNERS REALIZATION FUND GP, LLC | DE | LEE EQUITY PARTNERS REALIZATION FUND SUMMER AIV, LP | F | Control |
| LEE EQUITY PARTNERS REALIZATION FUND GP, LLC | DE | LEP REALIZATION FEEDER, LP | F | Control |
| LEE EQUITY PARTNERS, LLC | DE | LEP SUMMER HOLDINGS, LLC | F | Control |
| LEE EQUITY PARTNERS, LLC | DE | LEP SUMMER HOLDINGS, LLC | F | Control |
| LEE EQUITY PARTNERS, LLC | DE | LEP SUMMER HOLDINGS, LLC | F | Control |
| LEE EQUITY PARTNERS, LLC | DE | LEP SUMMER HOLDINGS, LLC | F | Control |
| LEE EQUITY PARTNERS, LLC | DE | LEP SUMMER HOLDINGS, LLC | F | Control |
| LEE EQUITY PARTNERS, LLC | DE | LEP SUMMER HOLDINGS, LLC | F | Control |
| LEE EQUITY PARTNERS, LLC | DE | LEP SUMMER HOLDINGS, LLC | F | Control |
| LEE EQUITY PARTNERS, LLC | DE | LEP SUMMER HOLDINGS, LLC | F | Control |
| LEE EQUITY PARTNERS, LLC | DE | LEP SUMMER HOLDINGS, LLC | F | Control |
| MCMAKEN, BRUCE, ROBERT | I | AWP GP LLC | F | Control |
| MCMAKEN, BRUCE, ROBERT | I | AWP GP LLC | F | Control |
| MCMAKEN, BRUCE, ROBERT | I | AWP GP LLC | F | Control |
| MCMAKEN, BRUCE, ROBERT | I | AWP GP LLC | F | Control |
| MCMAKEN, BRUCE, ROBERT | I | AWP GP LLC | F | Control |
| MCMAKEN, BRUCE, ROBERT | I | AWP GP LLC | F | Control |
| MOORE, EDWARD, PHILIP | I | AWP GP LLC | F | Control |
| MOORE, EDWARD, PHILIP | I | AWP GP LLC | F | Control |
| MOORE, EDWARD, PHILIP | I | AWP GP LLC | F | Control |
| MOORE, EDWARD, PHILIP | I | SUMMER WEALTH MANAGEMENT, LLC | F | Control |
| RODRIGUEZ, DANIEL, J | I | AWP GP LLC | F | Control |
| RODRIGUEZ, DANIEL, J | I | AWP GP LLC | F | Control |
| RODRIGUEZ, DANIEL, JOSEPH | I | AWP GP LLC | F | Control |
| RODRIGUEZ, DANIEL, JOSEPH | I | AWP GP LLC | F | Control |
| RODRIGUEZ, DANIEL, JOSEPH | I | AWP GP LLC | F | Control |
| RODRIGUEZ, DANIEL, JOSEPH | I | AWP GP LLC | F | Control |
| YAFFE, ACHI | I | AWP GP LLC | F | Control |
| YAFFE, ACHI | I | AWP GP LLC | F | Control |
| YAFFE, ACHI | I | AWP GP LLC | F | Control |
| AFFILIATED WEALTH PARTNERS HOLDINGS, LLC | DE | WEALTHTRUST, LLC | E | Control |
| AFFILIATED WEALTH PARTNERS HOLDINGS, LLC | DE | WEALTHTRUST, LLC | E | Control |
| AFFILIATED WEALTH PARTNERS HOLDINGS, LLC | DE | WEALTHTRUST, LLC | E | Control |
| AFFILIATED WEALTH PARTNERS HOLDINGS, LLC | DE | WEALTHTRUST, LLC | E | Control |
| AFFILIATED WEALTH PARTNERS HOLDINGS, LLC | DE | WEALTHTRUST, LLC | E | Control |
| AFFILIATED WEALTH PARTNERS HOLDINGS, LLC | DE | WEALTHTRUST, LLC | E | Control |
| AFFILIATED WEALTH PARTNERS HOLDINGS, LLC | DE | WEALTHTRUST, LLC | E | Control |
| AFFILIATED WEALTH PARTNERS HOLDINGS, LLC | DE | WEALTHTRUST, LLC | E | Control |
| AFFILIATED WEALTH PARTNERS HOLDINGS, LLC | DE | WEALTHTRUST, LLC | E | Control |
| AWP I LP | DE | AWP II LLC | E | Control |
| AWP I LP | DE | AWP II LLC | E | Control |
| AWP I LP | DE | AWP II LLC | E | Control |
| AWP I LP | DE | AWP II LLC | E | Control |
| AWP I LP | DE | AWP II LLC | E | Control |
| AWP I LP | DE | AWP II LLC | E | Control |
| AWP I LP | DE | AWP II LLC | E | Control |
| AWP I LP | DE | AWP II LLC | E | Control |
| AWP I LP | DE | AWP II LLC | E | Control |
| AWP II LLC | DE | AFFILIATED WEALTH PARTNERS HOLDINGS, LLC | E | Control |
| AWP II LLC | DE | AFFILIATED WEALTH PARTNERS HOLDINGS, LLC | E | Control |
| AWP II LLC | DE | AFFILIATED WEALTH PARTNERS HOLDINGS, LLC | E | Control |
| AWP II LLC | DE | AFFILIATED WEALTH PARTNERS HOLDINGS, LLC | E | Control |
| AWP II LLC | DE | AFFILIATED WEALTH PARTNERS HOLDINGS, LLC | E | Control |
| AWP II LLC | DE | AFFILIATED WEALTH PARTNERS HOLDINGS, LLC | E | Control |
| AWP II LLC | DE | AFFILIATED WEALTH PARTNERS HOLDINGS, LLC | E | Control |
| AWP II LLC | DE | AFFILIATED WEALTH PARTNERS HOLDINGS, LLC | E | Control |
| AWP II LLC | DE | AFFILIATED WEALTH PARTNERS HOLDINGS, LLC | E | Control |
| EDELMAN, FREDRIC, MARK | I | THE EDELMAN FINANCIAL CENTER, INC. | E | Control |
| EDELMAN, FREDRIC, MARK | I | THE EDELMAN FINANCIAL CENTER, INC. | E | Control |
| EDELMAN, FREDRIC, MARK | I | THE EDELMAN FINANCIAL CENTER, INC. | E | Control |
| EDELMAN, FREDRIC, MARK | I | THE EDELMAN FINANCIAL CENTER, INC. | E | Control |
| EDELMAN, FREDRIC, MARK | I | THE EDELMAN FINANCIAL CENTER, INC. | E | Control |
| EDELMAN, FREDRIC, MARK | I | THE EDELMAN FINANCIAL CENTER, INC. | E | Control |
| EDELMAN, FREDRIC, MARK | I | THE EDELMAN FINANCIAL CENTER, INC. | E | Control |
| EDELMAN, FREDRIC, MARK | I | THE EDELMAN FINANCIAL CENTER, INC. | E | Control |
| EDELMAN, FREDRIC, MARK | I | THE EDELMAN FINANCIAL CENTER, INC. | E | Control |
| FALCON MEZZANINE PARTNERS II LP | DE | WEALTHTRUST HOLDINGS LLC | E | Control |
| FALCON MEZZANINE PARTNERS II LP | DE | WEALTHTRUST HOLDINGS LLC | E | Control |
| FALCON MEZZANINE PARTNERS II LP | DE | WEALTHTRUST HOLDINGS LLC | E | Control |
| FALCON MEZZANINE PARTNERS II LP | DE | WEALTHTRUST HOLDINGS LLC | E | Control |
| FALCON MEZZANINE PARTNERS II LP | DE | WEALTHTRUST HOLDINGS LLC | E | Control |
| FALCON MEZZANINE PARTNERS II LP | DE | WEALTHTRUST HOLDINGS LLC | E | Control |
| FALCON MEZZANINE PARTNERS II LP | DE | WEALTHTRUST HOLDINGS LLC | E | Control |
| FALCON MEZZANINE PARTNERS II LP | DE | WEALTHTRUST HOLDINGS LLC | E | Control |
| FALCON MEZZANINE PARTNERS II LP | DE | WEALTHTRUST HOLDINGS LLC | E | Control |
| FALCON MEZZANINE PARTNERS II LP | DE | WEALTHTRUST HOLDINGS LLC | E | Control |
| FALCON MEZZANINE PARTNERS II LP | DE | WEALTHTRUST HOLDINGS LLC | E | Control |
| FALCON MEZZANINE PARTNERS II LP | DE | WEALTHTRUST HOLDINGS LLC | E | Control |
| HIGHTOWER HOLDING, LLC | DE | WT ACQUISITION, LLC | E | Control |
| HIGHTOWER HOLDING, LLC | DE | WT ACQUISITION, LLC | E | Control |
| HIGHTOWER HOLDING, LLC | DE | WT ACQUISITION, LLC | E | Control |
| HIGHTOWER HOLDING, LLC | DE | WT ACQUISITION, LLC | E | Control |
| HIGHTOWER HOLDING, LLC | DE | WT ACQUISITION, LLC | E | Control |
| HIGHTOWER HOLDING, LLC | DE | WT ACQUISITION, LLC | E | Control |
| HIGHTOWER HOLDING, LLC | DE | WT ACQUISITION, LLC | E | Control |
| HIGHTOWER HOLDING, LLC | DE | WT ACQUISITION, LLC | E | Control |
| HIGHTOWER HOLDING, LLC | DE | WT ACQUISITION, LLC | E | Control |
| HIGHTOWER HOLDING, LLC | DE | WT ACQUISITION, LLC | E | Control |
| HIGHTOWER HOLDING, LLC | DE | WT ACQUISITION, LLC | E | Control |
| HIGHTOWER HOLDING, LLC | DE | WT ACQUISITION, LLC | E | Control |
| HIGHTOWER HOLDING, LLC | DE | WT ACQUISITION, LLC | E | Control |
| HIGHTOWER HOLDING, LLC | DE | WT ACQUISITION, LLC | E | Control |
| HIGHTOWER HOLDING, LLC | DE | WT ACQUISITION, LLC | E | Control |
| HIGHTOWER HOLDING, LLC | DE | WT ACQUISITION, LLC | E | Control |
| HIGHTOWER HOLDING, LLC | DE | WT ACQUISITION, LLC | E | Control |
| HIGHTOWER HOLDING, LLC | DE | WT ACQUISITION, LLC | E | Control |
| LEE EQUITY PARTNERS FUND SUMMER AIV, LP | DE | LEP SUMMER HOLDINGS, LLC | E | Control |
| LEE EQUITY PARTNERS FUND SUMMER AIV, LP | DE | LEP SUMMER HOLDINGS, LLC | E | Control |
| LEE EQUITY PARTNERS FUND SUMMER AIV, LP | DE | LEP SUMMER HOLDINGS, LLC | E | Control |
| LEE EQUITY PARTNERS FUND SUMMER AIV, LP | DE | LEP SUMMER HOLDINGS, LLC | E | Control |
| LEE EQUITY PARTNERS REALIZATION FUND SUMMER AIV, LP | DE | LEP SUMMER HOLDINGS, LLC | E | Control |
| LEE EQUITY PARTNERS REALIZATION FUND SUMMER AIV, LP | DE | LEP SUMMER HOLDINGS, LLC | E | Control |
| LEE EQUITY PARTNERS REALIZATION FUND SUMMER AIV, LP | DE | LEP SUMMER HOLDINGS, LLC | E | Control |
| LEE EQUITY PARTNERS REALIZATION FUND SUMMER AIV, LP | DE | LEP SUMMER HOLDINGS, LLC | E | Control |
| LEE EQUITY PARTNERS REALIZATION FUND SUMMER AIV, LP | DE | LEP SUMMER HOLDINGS, LLC | E | Control |
| LEE, THOMAS, HASKELL | I | LEE EQUITY PARTNERS, LLC | E | Control |
| LEE, THOMAS, HASKELL | I | LEE EQUITY PARTNERS, LLC | E | Control |
| LEE, THOMAS, HASKELL | I | LEE EQUITY PARTNERS, LLC | E | Control |
| LEE, THOMAS, HASKELL | I | LEE EQUITY PARTNERS, LLC | E | Control |
| LEE, THOMAS, HASKELL | I | LEE EQUITY PARTNERS, LLC | E | Control |
| LEE, THOMAS, HASKELL | I | LEE EQUITY PARTNERS, LLC | E | Control |
| LEE, THOMAS, HASKELL | I | LEE EQUITY PARTNERS, LLC | E | Control |
| LEE, THOMAS, HASKELL | I | LEE EQUITY PARTNERS, LLC | E | Control |
| LEE, THOMAS, HASKELL | I | LEE EQUITY PARTNERS, LLC | E | Control |
| LEP REALIZATION FEEDER, LP | DE | LEP REALIZATION SUMMER LLC | E | Control |
| LEP REALIZATION FEEDER, LP | DE | LEP REALIZATION SUMMER LLC | E | Control |
| LEP REALIZATION FEEDER, LP | DE | LEP REALIZATION SUMMER LLC | E | Control |
| LEP REALIZATION FEEDER, LP | DE | LEP REALIZATION SUMMER LLC | E | Control |
| LEP REALIZATION FEEDER, LP | DE | LEP REALIZATION SUMMER LLC | E | Control |
| MK HOLDING, INC. | DE | MORGAN ASSET MANAGEMENT, INC. | E | Control |
| MK HOLDING, INC. | DE | MORGAN ASSET MANAGEMENT, INC. | E | Control |
| MK HOLDING, INC. | DE | MORGAN ASSET MANAGEMENT, INC. | E | Control |
| MK HOLDING, INC. | DE | MORGAN ASSET MANAGEMENT, INC. | E | Control |
| MORGAN ASSET MANAGEMENT, INC. | DE | WEALTHTRUST, INC. | E | Control |
| MORGAN ASSET MANAGEMENT, INC. | DE | WEALTHTRUST, INC. | E | Control |
| MORGAN ASSET MANAGEMENT, INC. | DE | WEALTHTRUST, INC. | E | Control |
| MORGAN ASSET MANAGEMENT, INC. | DE | WEALTHTRUST, INC. | E | Control |
| REGIONS FINANCIAL CORP. | DE | MK HOLDING, INC. | E | Control |
| REGIONS FINANCIAL CORP. | DE | MK HOLDING, INC. | E | Control |
| REGIONS FINANCIAL CORP. | DE | MK HOLDING, INC. | E | Control |
| REGIONS FINANCIAL CORP. | DE | MK HOLDING, INC. | E | Control |
| THL EQUITY FUND VII INVESTORS (HT), LLC | DE | HIGHTOWER HOLDING, LLC | E | Control |
| THL EQUITY FUND VII INVESTORS (HT), LLC | DE | HIGHTOWER HOLDING, LLC | E | Control |
| THL EQUITY FUND VII INVESTORS (HT), LLC | DE | HIGHTOWER HOLDING, LLC | E | Control |
| THL EQUITY FUND VII INVESTORS (HT), LLC | DE | HIGHTOWER HOLDING, LLC | E | Control |
| THL EQUITY FUND VII INVESTORS (HT), LLC | DE | HIGHTOWER HOLDING, LLC | E | Control |
| WEALTHTRUST HOLDINGS CO. | DE | WEALTHTRUST LLC | E | Control |
| WEALTHTRUST HOLDINGS CO. | DE | WEALTHTRUST LLC | E | Control |
| WEALTHTRUST HOLDINGS CO. | DE | WEALTHTRUST LLC | E | Control |
| WEALTHTRUST HOLDINGS CO. | DE | WEALTHTRUST LLC | E | Control |
| WEALTHTRUST HOLDINGS CO. | DE | WEALTHTRUST LLC | E | Control |
| WEALTHTRUST HOLDINGS CO. | DE | WEALTHTRUST LLC | E | Control |
| WEALTHTRUST HOLDINGS CO. | DE | WEALTHTRUST LLC | E | Control |
| WEALTHTRUST HOLDINGS CO. | DE | WEALTHTRUST LLC | E | Control |
| WEALTHTRUST HOLDINGS CO. | DE | WEALTHTRUST LLC | E | Control |
| WEALTHTRUST HOLDINGS CO. | DE | WEALTHTRUST LLC | E | Control |
| WEALTHTRUST HOLDINGS CO. | DE | WEALTHTRUST LLC | E | Control |
| WEALTHTRUST HOLDINGS CO. | DE | WEALTHTRUST LLC | E | Control |
| WEALTHTRUST HOLDINGS CO. | DE | WEALTHTRUST LLC | E | Control |
| WEALTHTRUST HOLDINGS CO. | DE | WEALTHTRUST LLC | E | Control |
| WEALTHTRUST HOLDINGS CO. | DE | WEALTHTRUST LLC | E | Control |
| WEALTHTRUST HOLDINGS CO. | DE | WEALTHTRUST LLC | E | Control |
| WEALTHTRUST HOLDINGS CO. | DE | WEALTHTRUST LLC | E | Control |
| WEALTHTRUST HOLDINGS CO. | DE | WEALTHTRUST LLC | E | Control |
| WEALTHTRUST HOLDINGS CO. | DE | WEALTHTRUST LLC | E | Control |
| WEALTHTRUST HOLDINGS CO. | DE | WEALTHTRUST LLC | E | Control |
| WEALTHTRUST HOLDINGS LLC | DE | WEALTHTRUST HOLDINGS CO. | E | Control |
| WEALTHTRUST HOLDINGS LLC | DE | WEALTHTRUST HOLDINGS CO. | E | Control |
| WEALTHTRUST HOLDINGS LLC | DE | WEALTHTRUST HOLDINGS CO. | E | Control |
| WEALTHTRUST HOLDINGS LLC | DE | WEALTHTRUST HOLDINGS CO. | E | Control |
| WEALTHTRUST HOLDINGS LLC | DE | WEALTHTRUST HOLDINGS CO. | E | Control |
| WEALTHTRUST HOLDINGS LLC | DE | WEALTHTRUST HOLDINGS CO. | E | Control |
| WEALTHTRUST HOLDINGS LLC | DE | WEALTHTRUST HOLDINGS CO. | E | Control |
| WEALTHTRUST HOLDINGS LLC | DE | WEALTHTRUST HOLDINGS CO. | E | Control |
| WEALTHTRUST HOLDINGS LLC | DE | WEALTHTRUST HOLDINGS CO. | E | Control |
| WEALTHTRUST HOLDINGS LLC | DE | WEALTHTRUST HOLDINGS CO. | E | Control |
| WEALTHTRUST HOLDINGS LLC | DE | WEALTHTRUST HOLDINGS CO. | E | Control |
| WEALTHTRUST HOLDINGS LLC | DE | WEALTHTRUST HOLDINGS CO. | E | Control |
| WEALTHTRUST HOLDINGS LLC | DE | WEALTHTRUST HOLDINGS CO. | E | Control |
| WEALTHTRUST HOLDINGS LLC | DE | WEALTHTRUST HOLDINGS CO. | E | Control |
| WEALTHTRUST HOLDINGS LLC | DE | WEALTHTRUST HOLDINGS CO. | E | Control |
| WEALTHTRUST HOLDINGS LLC | DE | WEALTHTRUST HOLDINGS CO. | E | Control |
| WEALTHTRUST HOLDINGS LLC | DE | WEALTHTRUST HOLDINGS CO. | E | Control |
| WEALTHTRUST HOLDINGS LLC | DE | WEALTHTRUST HOLDINGS CO. | E | Control |
| WEALTHTRUST HOLDINGS LLC | DE | WEALTHTRUST HOLDINGS CO. | E | Control |
| WEALTHTRUST HOLDINGS LLC | DE | WEALTHTRUST HOLDINGS CO. | E | Control |
| FALCON MEZZANINE PARTNERS II LP | DE | WEALTHTRUST HOLDINGS LLC | D | Control |
| LEE EQUITY PARTNERS, LLC | DE | AWP GP LLC | D | Control |
| LEE EQUITY PARTNERS, LLC | DE | AWP GP LLC | D | Control |
| LEE EQUITY PARTNERS, LLC | DE | AWP GP LLC | D | Control |
| LEE EQUITY PARTNERS, LLC | DE | AWP GP LLC | D | Control |
| LEE EQUITY PARTNERS, LLC | DE | AWP GP LLC | D | Control |
| LEE EQUITY PARTNERS, LLC | DE | AWP GP LLC | D | Control |
| LEE EQUITY PARTNERS, LLC | DE | AWP GP LLC | D | Control |
| LEE EQUITY PARTNERS, LLC | DE | AWP GP LLC | D | Control |
| LEE EQUITY PARTNERS, LLC | DE | AWP GP LLC | D | Control |
| LEP REALIZATION SUMMER LLC | DE | LEE EQUITY PARTNERS REALIZATION FUND SUMMER AIV, LP | D | |
| LEP REALIZATION SUMMER LLC | DE | LEE EQUITY PARTNERS REALIZATION FUND SUMMER AIV, LP | D | |
| LEP REALIZATION SUMMER LLC | DE | LEE EQUITY PARTNERS REALIZATION FUND SUMMER AIV, LP | D | |
| LEP REALIZATION SUMMER LLC | DE | LEE EQUITY PARTNERS REALIZATION FUND SUMMER AIV, LP | D | |
| LEP REALIZATION SUMMER LLC | DE | LEE EQUITY PARTNERS REALIZATION FUND SUMMER AIV, LP | D | |
| LEP SUMMER HOLDINGS, LLC | DE | AWP I LP | D | |
| LEP SUMMER HOLDINGS, LLC | DE | AWP I LP | D | |
| LEP SUMMER HOLDINGS, LLC | DE | AWP I LP | D | |
| LEP SUMMER HOLDINGS, LLC | DE | AWP I LP | D | |
| LEP SUMMER HOLDINGS, LLC | DE | AWP I LP | D | |
| LEP SUMMER HOLDINGS, LLC | DE | AWP I LP | D | |
| LEP SUMMER HOLDINGS, LLC | DE | AWP I LP | D | |
| LEP SUMMER HOLDINGS, LLC | DE | AWP I LP | D | |
| LEP SUMMER HOLDINGS, LLC | DE | AWP I LP | D | |
| CPC WT INVESTMENT LLC | DE | WEALTHTRUST HOLDINGS LLC | C | Control |
| CPC WT INVESTMENT LLC | DE | WEALTHTRUST HOLDINGS LLC | C | Control |
| CPC WT INVESTMENT LLC | DE | WEALTHTRUST HOLDINGS LLC | C | Control |
| CPC WT INVESTMENT LLC | DE | WEALTHTRUST HOLDINGS LLC | C | Control |
| CPC WT INVESTMENT LLC | DE | WEALTHTRUST HOLDINGS LLC | C | Control |
| FALCON MEZZANINE PARTNERS II LP | DE | WEALTHTRUST HOLDINGS LLC | C | Control |
| FALCON MEZZANINE PARTNERS II LP | DE | WEALTHTRUST HOLDINGS LLC | C | Control |
| FALCON MEZZANINE PARTNERS II LP | DE | WEALTHTRUST HOLDINGS LLC | C | Control |
| FALCON MEZZANINE PARTNERS II LP | DE | WEALTHTRUST HOLDINGS LLC | C | Control |
| FALCON MEZZANINE PARTNERS II LP | DE | WEALTHTRUST HOLDINGS LLC | C | Control |
| FALCON MEZZANINE PARTNERS II LP | DE | WEALTHTRUST HOLDINGS LLC | C | Control |
| FALCON MEZZANINE PARTNERS II LP | DE | WEALTHTRUST HOLDINGS LLC | C | Control |
| GORMLEY, MARK, KEVIN | I | LEE EQUITY PARTNERS GP, LLC | C | Control |
| GORMLEY, MARK, KEVIN | I | LEE EQUITY PARTNERS GP, LLC | C | Control |
| GORMLEY, MARK, KEVIN | I | LEE EQUITY PARTNERS GP, LLC | C | Control |
| GORMLEY, MARK, KEVIN | I | LEE EQUITY PARTNERS REALIZATION FUND GP, LLC | C | Control |
| GORMLEY, MARK, KEVIN | I | LEE EQUITY PARTNERS REALIZATION FUND GP, LLC | C | Control |
| GORMLEY, MARK, KEVIN | I | LEE EQUITY PARTNERS GP, LLC | C | Control |
| GORMLEY, MARK, KEVIN | I | LEE EQUITY PARTNERS REALIZATION FUND GP, LLC | C | Control |
| GORMLEY, MARK, KEVIN | I | LEE EQUITY PARTNERS REALIZATION FUND GP, LLC | C | Control |
| GORMLEY, MARK, KEVIN | I | LEE EQUITY PARTNERS REALIZATION FUND GP, LLC | C | Control |
| NMC CPC WT INVESTMENT LLC | DE | WEALTHTRUST HOLDINGS LLC | C | Control |
| NMC CPC WT INVESTMENT LLC | DE | WEALTHTRUST HOLDINGS LLC | C | Control |
| NMC CPC WT INVESTMENT LLC | DE | WEALTHTRUST HOLDINGS LLC | C | Control |
| NMC CPC WT INVESTMENT LLC | DE | WEALTHTRUST HOLDINGS LLC | C | Control |
| NMC CPC WT INVESTMENT LLC | DE | WEALTHTRUST HOLDINGS LLC | C | Control |
| TEACHERS RETIREMENT SYSTEM OF TEXAS | DE | LEE EQUITY PARTNERS FUND SUMMER AIV, LP | C | |
| TEACHERS RETIREMENT SYSTEM OF TEXAS | DE | LEE EQUITY PARTNERS FUND SUMMER AIV, LP | C | |
| TEACHERS RETIREMENT SYSTEM OF TEXAS | DE | LEE EQUITY PARTNERS FUND SUMMER AIV, LP | C | |
| TEACHERS RETIREMENT SYSTEM OF TEXAS | DE | LEE EQUITY PARTNERS FUND SUMMER AIV, LP | C | |
| THE EDELMAN FINANCIAL CENTER, INC. | DE | AWP GP LLC | C | Control |
| THE EDELMAN FINANCIAL CENTER, INC. | DE | AWP GP LLC | C | Control |
| THE EDELMAN FINANCIAL CENTER, INC. | DE | AWP GP LLC | C | Control |
| THE EDELMAN FINANCIAL CENTER, INC. | DE | AWP GP LLC | C | |
| THE EDELMAN FINANCIAL CENTER, INC. | DE | AWP GP LLC | C | |
| THE EDELMAN FINANCIAL CENTER, INC. | DE | AWP GP LLC | C | |
| THE EDELMAN FINANCIAL CENTER, INC. | DE | AWP GP LLC | C | |
| THE EDELMAN FINANCIAL CENTER, INC. | DE | AWP GP LLC | C | |
| THE EDELMAN FINANCIAL CENTER, INC. | DE | AWP GP LLC | C | |
| THL HT SPV, L.P. | DE | HIGHTOWER HOLDING, LLC | C | Control |
| THL HT SPV, L.P. | DE | HIGHTOWER HOLDING, LLC | C | Control |
| THL HT SPV, L.P. | DE | HIGHTOWER HOLDING, LLC | C | Control |
| THL HT SPV, L.P. | DE | HIGHTOWER HOLDING, LLC | C | Control |
| THL HT SPV, L.P. | DE | HIGHTOWER HOLDING, LLC | C | Control |
| THL HT SPV, L.P. | DE | HIGHTOWER HOLDING, LLC | C | Control |
| THL HT SPV, L.P. | DE | HIGHTOWER HOLDING, LLC | C | Control |
| THL HT SPV, L.P. | DE | HIGHTOWER HOLDING, LLC | C | Control |
| THL HT SPV, L.P. | DE | HIGHTOWER HOLDING, LLC | C | Control |
| THL HT SPV, L.P. | DE | HIGHTOWER HOLDING, LLC | C | Control |
| THL HT SPV, L.P. | DE | HIGHTOWER HOLDING, LLC | C | Control |
| THL HT SPV, L.P. | DE | HIGHTOWER HOLDING, LLC | C | Control |
| THL HT SPV, L.P. | DE | HIGHTOWER HOLDING, LLC | C | Control |
Registrations
Federal
IA
Nov 6, 2025 REGISTERED
Notice Filings (18)
CA DC FL GA LA MA MD ME NC NH NJ NY PA SC TN TX VA WA
Address
7201 GLEN FOREST DRIVESUITE 200
RICHMOND, VA 23226-3759
United States
Phone: 804-359-3900