Wealthtrust Axiom LLC

Wealthtrust Axiom LLC, also known as WEALTHTRUST AXIOM, LLC, is a Delaware Limited Liability Company with five employees, all serving in advisory roles. With 625 clients on its roster, the firm's SEC status is currently approved, having registered on October 4, 2007.

• ALBERT CHAPEL MATT

  PRESIDENT & CHIEF COMPLIANCE OFFICER owns more than 10% but less than 25%

• CRAIG ALAN ROSE

  MANAGING DIRECTOR owns less than 5%

• DANIEL JEREMY BERG

  DIRECTOR OF FINANCE owns less than 5%

• MICHAEL CAMPBELL HEABERG

  CHIEF EXECUTIVE OFFICER owns more than 10% but less than 25%

• ROBERT WILLIAM LOREAUX

  EXECUTIVE VICE PRESIDENT owns more than 10% but less than 25%

• TIMOTHY BERNARD WOODS

  PRINCIPAL owns less than 5%

• WT ACQUISITION, LLC

  OWNER owns more than 50% but less than 75%

• HIGHTOWER HOLDING LLC

  OWNER owns 75% or more

• THL EQUITY FUND VII INVESTORS LLC

  OWNER owns more than 50% but less than 75%

• Capital Management Services Inc
• Hotaling Investment Management LLC
• Radnor Financial Advisors LLC
• Valley Forge Capital Management LP
• Bluestone Capital Management LLC
• Dewitt Investment Research & Management Inc
• Conestoga Capital Advisors LLC
• Renaissance Investment Consultants Holding Company LLC
• Element Management LP
• Hillview Capital Advisors LLC

• Analysis of WealthTrust Axiom LLC's Q3-Q4 2022 Holdings: Changes in Holdings of Publicly-Traded Companies Disclosed by the SEC

• INTL BUSINESS MCHN $9,732k
• CISCO SYSTEMS INC $8,421k
• INNOVATIVE SOLUTIONS & SUPPOCO $7,210k
• Bristol-Myers Squibb Co $5,853k
• Apple Inc $5,611k
• INTEL CORP $5,558k
• EVOLUTION PETROLEUM CORP $5,269k
• CORNING INCORPORATED $5,260k
• ARCONIC INC $5,024k
• AT&T INC $4,967k