Kyle Richards

Fiduciary Group LLC, do-business-as The Fiduciary Group (TFG), is a wealth management firm and registered investment advisor headquartered in Savannah, Georgia. The firm was founded by Lee Butler in 1970 as Fiduciary Services Corp. They are a subsidiary of Focus Operating LLC and their ultimate parent is Focus Financial Partner, Inc. (NASDAQ: FOCS). TFG provides wealth management services to high-net-worth individuals and families, and investment management services for trusts, estates, pension and profit-sharing plans, non-profit organizations, and other legal entities. These accounts are managed as separately managed accounts. They also serve as a fiduciary investment advisor under ERISA Section 3(38) to participant-directed 401(k) plans.

Credit Agricole Securities (USA), Inc. (Credit Agricole Securities USA) is a full service broker-dealer headquartered in New York City. The firm was founded in 2004 and formerly known as Calyon Securities USA, Inc. and Credit Lyonnais Securities, Inc. They are a subsidiary of Crédit Agricole Global Partners, Inc., which is owned by Rue la Boétie SAS’s Credit Agricole SA (EPA: ACA) in France. Credit Agricole Securities USA provides investors’ customized solutions to ensure they achieve their execution objectives in the tradition of service excellence and product innovation.

Ingenious Med, Inc. develops a platform for physician practices and health systems. It offers practice and enterprise solutions such as charge capture, physician communication and secure messaging, physician care coordination, practice management analytics, and quality reporting registry. It also provides professional services. The company was founded by Mohan S. Gounder, Patrick Anthony McKenna, and Steven T. Liu in 1999 and is headquartered in Atlanta, GA.

Part of VeriSign, Inc., H.O. Systems, Inc. develops billing and customer care solutions to the wireless industry. The company is based in Savannah, GA. H.O. Systems was acquired by VeriSign, Inc. from LiveWire Ventures LLC on February 08, 2002 for $350 million.

Dividend Assets Capital LLC (DAC) is a registered investment advisor headquartered in Ridgeland, South Carolina. Formerly known as Dividend Growth Advisors LLC, the firm was founded by C. Troy Shaver, Jr. in 2003 and is a subsidiary of Dividend Assets Capital Holdings, Inc. DAC provides portfolio management services to individuals and families that seeks customized portfolios to meet their wealth management needs such as retirement planning, legacy planning and philanthropic initiatives.

The Savannah Country Day School, Inc. operates an elementary and secondary school. The private company is located in the US.

Setai Group LLC provides real estate agents and managers services.

Ariel Savannah Angel Partners LLC (Ariel Savannah Angel Partners) is a venture capital firm founded in 2005 by Robert L. Franklin. The firm is headquartered in Richmond Hill, Georgia.

Vendormate, Inc. provides technology and compliance-monitoring services. Its software-based products enable its healthcare and banking clients to manage every aspect of staff and vendor information, including registration, screening, credentialing, and monitoring, and to remain in compliance with the internal policies as well as government mandates. The company was founded by John A. Monin on February 24, 2005 and is headquartered in Atlanta, GA.

Day & Ennis LLC is a SEC-registered wealth management firm headquartered in Macon, Georgia. The firm was founded by John R. Day and Bill Ennis in 1998. They were acquired by Mercer Advisors, Inc. in 2023. Day & Ennis provides fee-only financial planning and portfolio management services to high net-worth individuals, pension and profit-sharing plans and charitable organizations.

Part of Golden Age Resources, Inc., Griffin Holdings & IT Solutions, Inc. provides information technology consulting services. Robert C. Griffin has been the CEO of the American company since 2012. Griffin Holdings & IT Solutions was acquired by Golden Age Resources, Inc. on November 11, 2012.

OTR Solutions LLC engages in the provision of trucking factoring services. It offers factoring, recourse and non-recourse, customer approvals, fuel adances, back office support, and OTR capital app services. The company was founded in 2011 and is headquartered in Roswell, GA.

4612 Group LLC (private equity) (4612 Group) is a private equity firm founded in 2016 by Jeffrey Bicksler & J.T. King The firm is headquartered in Atlanta, Georgia.

Nolan Painting, Inc. provides residential painting services. The private company is based in Havertown, PA. The company was founded in 1979. The CEO is Kevin Nolan.

Iam Valero Money Holdings Ltd. provides financial services. It offers smart money management, mortgage, SME lending, commercial lending and financial education. The company is headquartered in Kinsale, Ireland.

Sope Creek Capital Air, LLC (Sope Creek Capital) is a Private Equity/Venture Capital firm founded in 2018 by Kevin Nolan. The firm is headquartered in Atlanta, Georgia.

Part of PDI Technologies, Inc., Azpiral provides digital consumer engagement solutions. The company is based in Limerick, Ireland. The Irish company was founded in 2005. The CEO is Richard Gubbins. Azpiral was acquired by PDI Technologies, Inc. on February 16, 2022.

Payhawk LLC provides payment processing solutions. The company is based in Roswell, GA. The company was founded by Kevin Nolan.

PreFi LLC provides financing for long haul trucking insurance premiums. The American company offers benefits for both agents and insureds, including agency experience, easy access through an online portal, 24/7 customer service, immediate commission collection, custom integrations, eForms, and a client portal that is easy to use. The company has experience in the trucking industry and aim to make the insurance process more accessible and convenient for their clients. The company was founded by Kevin Nolan.