By expenditures
| Name | Title | Type |
|---|---|---|
| Trey Knight | Asset Manager | Auditee |
| Jason Lundgren | VICE PRESIDENT | Auditee |
| David Bell | Audit Partner | Auditee |
| Christine Carter | Managing Member | Auditee |
| No contacts on file | ||
| ID | Year | Date Accepted | Auditor | Spend |
|---|---|---|---|---|
| 378490 | 2025 | 2025-12-31 | CARTER & COMPANY CPA LLC | $2.89M |
| 335468 | 2024 | 2025-01-02 | Carter & Company CPA LLC | $2.84M |
| 47208 | 2022 | 2023-02-05 | Carter & Company CPA LLC | $2.79M |
| Audit | Year | Accepted | Finding | Ref | Severity | Repeat | Requirement |
|---|---|---|---|---|---|---|---|
| No findings found for this organization | |||||||