Ronald Scott Staton

Employer firm

Coppell Advisory Solutions LLC CRD 156549

$1.10B regulatory AUM 15 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2004 → Present
  Staton Financial Group
  Oklahoma City, OK
• 12/2014 → 10/2023
  Virtue Capital Management, Llc
  Nashville, TN
• 10/2023 → Present
  Coppell Advisory Solutions
  Coppell, TX

Previous Registrations

• 2014-12-23 → 2023-10-30
  Virtue Capital Management, Llc
  Oklahoma City, OK
  Oklahoma City, OK
  Brentwood, TN
  Oklahoma City, OK

Other Businesses

(1) STATON FINANCIAL GROUP, Title: PRESIDENT, Description: SELLING LIFE, LTC, FIXED ANNUITIES , Start Date: 05-01-2004, Address: OKLAHOMA, Investment-related? NO, Hours per month: 80, During trading hours: 4 (2) OKLAHOMA SIGNATURE PROPERTIES LLC REAL ESTATE , Title: MANAGER  , Description: RESIDENTIAL RENTALS, Start Date: 02-01-2008, Address: OKLAHOMA, Investment-related? NO, Hours per month: 1, During trading hours: 0 (3) SACK FINANCIAL HOLDINGS, LLC , Title: MANAGER, Description: OWNS OFFICE BUILDING , Start Date: 06-01-2017, Address: OKLAHOMA, Investment-related? NO, Hours per month: 1, During trading hours: 0

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-12-18

Other Names

• Scott Staton
• Ronald Scott Staton
• Ronald S Staton