| 2011 discretionary assets (in millions, as of Sept. 30) | $401.3 |
| 2008 discretionary assets (in millions, as of Sept. 30) | $143.3 |
| 2011 discretionary accounts (as of Sept. 30) | 1,900 |
| 2011 total assets (in millions, as of Sept. 30) | $401.3 |
| 2011 total accounts (as of Sept. 30) | 1,900 |
| 2011 employees (as of Sept. 30) | 6-10 |
| 2011 investment advisers (as of Sept. 30) | 1-5 |
| 2011 investment advisory clients (as of Sept. 30) | 1000 |
| Key executive | Kennon Grose, CEO |