Cfs Cubic Financial Services, Inc.
| Title | Parent Company |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2024 |
D. Scott Neal, Inc.
| Title | Parent Company |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2025 |
Financial Partners Group, LLC
| Title | Parent Company |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2025 |
Vishria Bird Financial Group, LLC
| Title | Parent Company |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2025 |
O'Brien Wealth Partners LLC
| Title | Parent Company |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2025 |
Tufton Capital Management, LLC
| Title | Parent Company |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2025 |
Knickerbocker Advisors Inc.
| Title | Parent Company |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2025 |
Benchmark Wealth Management, LLC
| Title | Parent Company |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2024 |
Full Sail Capital, LLC
| Title | Parent Company |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2025 |