Brad Hargis was born on August 5, 1981 in Houston, Texas. Brad began trading securities for his own account during his senior year at Houston's Episcopal High School in 1999.  Brad is a Registered Investment Advisor, and graduated from Montana State University in 2005 with a degree in Finance.

Brad is the Vice President of Research. He uses a disciplined value approach which focuses on finding companies whose intrinsic value is worth more than the company’s current market valuations. Brad also helps in the daily operations of the firm, and will gladly assist clients with any questions they need answered.