HILLIARD LYONS CAPITAL MANAGEMENT, LLC
CRD #144207 SEC #801-68195 LOUISVILLE, KY 877-871-2369
SEC Registered
Total AUM
$224.9M
Discretionary
$224.9M
Employees
--
Clients
--
Accounts
161
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- SEPTEMBER
- Registration Date
- --
- Latest Filing
- Dec 1, 2010
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ALLEN, JAMES, REID | I | DIRECTOR | NA | Control |
| ALLEN, JAMES, REID | I | DIRECTOR | NA | Control |
| BARTOS, JULIE, HELEN | I | ASSISTANT SECRETARY | NA | |
| BUGH, JOHN, RANDALL | I | DIRECTOR | NA | Control |
| BUGH, JOHN, RANDALL | I | DIRECTOR | NA | Control |
| CUNNINGHAM, SARA, CLARK | I | TREASURER | NA | |
| GRIMLEY, CHARLES, MORRISON | I | ASSISTANT TREASURER | NA | |
| GRIMLEY, CHARLES, MORRISON | I | TREASURER | NA | |
| HOLIK, JEFFREY, STEPHEN | I | CHIEF LEGAL OFFICER, SECRETARY | NA | |
| KAPLAN, ELIZABETH, C | I | CHIEF COMPLIANCE OFFICER | NA | |
| KAPLAN, ELIZABETH, C | I | CHIEF COMPLIANCE OFFICER | NA | |
| MILLER, CARMELLA, RASI | I | DIRECTOR | NA | Control |
| ROGERS, JAMES, MICHAEL | I | DIRECTOR | NA | Control |
| STEWART, WILLIAM, JOHN | I | DIRECTOR, PRESIDENT | NA | Control |
| STEWART, WILLIAM, JOHN | I | DIRECTOR, PRESIDENT | NA | Control |
| HL FINANCIAL SERVICES, LLC | DE | PARENT | E | Control |
| PNC HL HOLDING, CORP. | DE | PARENT | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| GIPSON, JAMES, PAYTON | I | HOUCHENS INDUSTRIES, INC. EMPLOYEE STOCK OWNERSHIP TRUST | F | Control |
| HUNT, NOEL, NELSON | I | HOUCHENS INDUSTRIES, INC. EMPLOYEE STOCK OWNERSHIP TRUST | F | Control |
| HOUCHENS INDUSTRIES, INC. EMPLOYEE STOCK OWNERSHIP TRUST | DE | HOUCHENS INDUSTRIES, INC. | E | Control |
| THE PNC FINANCIAL SERVICES GROUP, INC. | DE | PNC HL HOLDING, CORP. | E | Control |
| HOUCHENS INDUSTRIES, INC. | DE | HL FINANCIAL SERVICES, LLC | D | Control |
Registrations
Federal
IA
Dec 1, 2010 REGISTERED
Notice Filings (3)
KY OH PA
Address
500 WEST JEFFERSON STREET10TH FLOOR
LOUISVILLE, KY 40202
United States
Phone: 877-871-2369