Disclosure Documents

Please use the hyperlinks below to access current copies of our firm's required disclosure documents.

Firmwide Documents

Form CRS (ADV Part 3) (updated June 3, 2020)

Disclosure Brochure (ADV Part 2a) (updated March 18, 2020)

ADV Part 2b (Advisor Brochure Supplements)

Brochure Supplement - Christopher Featherstone

Brochure Supplement - Jeffrey Mullen

Brochure Supplement - Andrew Barfoot

Brochure Supplement - William Reece

Brochure Supplement - Daniel Phillips

For additional information, you can also access the SEC's Investment Advisor Public Disclosure website (Visit now) or contact our Chief Compliance Officer, Chris Featherstone.

Latest Blog Post

The blowing up of a bubble

September 01, 2020

Is it a bubble? Is it not a bubble? Regardless of how you want to phrase it, the parabolic move upwards since March for a handful of stocks is concerning. I’m not condoning this bubble/not a bubble that is now being blown, but I...

Sometimes you just need a bigger hammer!

August 24, 2020

For those of you that have never heard me say it, where have you been? For those that have heard me say it, welcome to Groundhog’s Day. Many times over the course of the last 20 years, I have said that if the only tool you have...

Disruptors and Innovation

August 18, 2020

As we are all aware, the economy has changed substantially over the past six months. Many businesses and industries have stumbled and many have closed all together, many of which are in an area of the economy that had previously proven...

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