WAVERLY ADVISORS, LLC of BIRMINGHAM, AL is an SEC-registered investment adviser (CRD 115332). Regulatory assets under management: $29.9B.
Compensation: % of AUM, Hourly, Fixed, Performance.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Investment cos.
Showing 25 of 50 people.
| Name | Role | Location |
|---|---|---|
| RUSSELL THOMAS | CHIEF COMPLIANCE OFFICER | CHICAGO, IL |
| JON STEVEN YOUNG | BOARD OF MANAGERS | PALO ALTO, CA |
| Russell S Thomas | CHIEF COMPLIANCE OFFICER | Jacksonville, FL |
| John William Copeland | BOARD OF MANAGERS | Palm Beach, FL |
| Russell H Thomas | CHIEF COMPLIANCE OFFICER | Alexander City, AL |
| Russell L Thomas | BOARD OF MANAGERS; CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER (+2 more) | Alexander City, AL |
| Richard Franklin Lawson | BOARD OF MANAGERS | — |
| Neil Harley White | BOARD OF MANAGERS | — |
| Justin Thomas Russell | BOARD OF MANAGERS; PRESIDENT/CHIEF EXECUTIVE OFFICER | — |
| James Robert Lazenby | CHIEF FINANCIAL OFFICER | — |
| John Brown Cox | CHIEF ECONOMIST; CHIEF INVESTMENT OFFICER OF PUBLIC MARKETS | — |
| Justin Howell Snell | CHIEF OPERATING OFFICER | — |
| William Clay Mcdaniel | CHIEF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER OF PRIVATE MARKETS | — |
| Brent Joseph Gunn | CHIEF INFORMATION OFFICER | — |
| Markus Ramon Franz Sleuwen | CHIEF COMPLIANCE OFFICER | — |
| Heath Ryan Echols | CHIEF TECHNOLOGY OFFICER | — |
| Matthew David Roesch | BOARD OF MANAGERS | — |
| Sean Paul Bresnan | BOARD OF MANAGERS | — |
| Richard Paschall Gill | BOARD OF MANAGERS | — |
| LAWSON RICHARD FRANKLIN | BOARD OF MANAGERS | — |
| YOUNG JON STEVEN | BOARD OF MANAGERS | — |
| HICKS LARRY KELLY | VICE PRESIDENT | — |
| KIMBROUGH JERRY DON | OWNER; VP/SECRETARY | — |
| WARREN JAMES AIKEN | OWNER; PRESIDENT; PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| HENNINGER JANICE HURST | VICE PRESIDENT | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| — | criminal | — | — | — |