ALPHAMARK ADVISORS Overview

Alphamark Advisors Llc is an investment advisor that manages 321.8 MM dollars in regulatory AUM and has 6 employees, of which 4 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/05 to 09/30/16. The fund's latest filing disclosed 198MM in positions, representing 61% of the manager's regulatory AUM.

ALPHAMARK ADVISORS StockAlpha

-2.6%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

ALPHAMARK ADVISORS Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
SMCP 11.22% ETF -3.28% -0.52% 1248 0%
DBEF 3.51% ETF 2.2% -0% 0 1%
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ALPHAMARK ADVISORS Founders and Key Employees

Name Title In Position Since
Michael L. Simon Member/President April-1999
Ted J. Funk Member/Owner January-1999
Thomas J. Ruberg Member/Owner January-1999
Andrew J. Vonlehman Member/Owner January-1999
Mark W. Weber Member/Owner January-1999
Christian A. Lucas Member/Owner July-2004
Brian D. Malthouse Member/Owner May-2005
Anne M. Haggerty Chief Compliance Officer March-2009
Curtis L. Wenzler Member/Owner June-2011
Daniel H. Owens Member/Owner June-2011
Jami V. Hoskins Member/Owner June-2011
Adam M. Davey Member/Owner June-2011
David C. Macke Member/Owner January-2015
Beth A. Vice Member/Owner January-2015
Kerri L. Richardson Member/Owner January-2015

ALPHAMARK ADVISORS Brokers, Custodians, Auditors and Administrators

Type Company

ALPHAMARK ADVISORS Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Methods of Analysis. Dependant on the asset allocation of the client, we may use the following methods of analysis:

A) Fixed Income. Our analysis of appropriate fixed income instruments for our clients takes into account the client’s cash flow needs as well as the client’s tolerance for risk. We view fixed income investments as a necessary part of any portfolio designed to create sustainable income generation. The majority of the fixed income securities that we purchase for our clients are high quality investment grade bonds. A material portion of the bonds are government securities. In some circumstances, corporate bonds may be added to a portfolio in order to increase the yield of the portfolio. Our analysis includes: a review of current inflation expectations in order to determine the appropriateness of the duration of a bond portfolio; a



10
Part 2A of Form ADV: Firm Brochure ...
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ALPHAMARK ADVISORS Portfolio Concentration

ALPHAMARK ADVISORS Location

250 GRANDVIEW DRIVE, SUITE 175
FT. MITCHELL, Kentucky
UNITED STATES, 41017

ALPHAMARK ADVISORS Contact Information

Phone Number: 859-957-1803
Fax Number: 859-957-1810
Website:

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