AVIANCE CAPITAL Overview

Aviance Capital Management Llc is an investment advisor that manages 3.2 BN dollars in regulatory AUM and has 12 employees, of which 8 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/10 to 09/30/16. The fund's latest filing disclosed 4BN in positions, representing 114% of the manager's regulatory AUM.

AVIANCE CAPITAL StockAlpha

-3.9%
Top 25%
3yr StockAlpha Register for more...

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

AVIANCE CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AGG 4.91% ETF -3.54% -0.24% 0 3%
IVV 3.64% ETF 4.73% 0% 0 9%
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FEATURED IN
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AVIANCE CAPITAL Founders and Key Employees

Name Title In Position Since
Michael J. Dixon Member November-2006
Christian C. Bertelsen Member November-2006
Edward C. Bertelsen Chief Compliance Officer / Member November-2006

AVIANCE CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company

AVIANCE CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

A. The Registrant shall utilize the following methods of security analysis:
 Charting - (analysis performed using patterns to identify current trends and trend reversals to forecast the direction of prices)
 Fundamental - (analysis performed on historical and present data, with the goal of making financial forecasts)
 Technical – (analysis performed on historical and present data, focusing on price and trade volume, to forecast the direction of prices)
 Cyclical – (analysis performed on historical relationships between price and market trends, to forecast the direction of prices)

The Registrant shall utilize the following investment strategies when implementing investment advice given to clients:
 Long Term Purchases (securities held at least a year)
 Short Term Purchases (securities sold within a year)
 Trading (securi...
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AVIANCE CAPITAL Portfolio Concentration

AVIANCE CAPITAL Location

2080 RINGLING BLVD
THIRD FLOOR
SARASOTA, Florida
UNITED STATES, 34237

AVIANCE CAPITAL Contact Information

Phone Number: 941-441-1635
Fax Number: 941-441-1692
Website:

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