CARNICK & KUBIK LLC Overview

Carnick & Kubik Llc is an investment advisor that manages 320 MM dollars in regulatory AUM and has 5 employees, of which 5 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/12 to 09/30/16. The fund's latest filing disclosed 231MM in positions, representing 72% of the manager's regulatory AUM.

CARNICK & KUBIK LLC StockAlpha

-1.6%
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

CARNICK & KUBIK LLC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AR 8.53% Energy -1.48% -0.87% 0 4%
QDF 3.12% ETF 5.87% 0.07% 1 1%
Get the Full Report
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

CARNICK & KUBIK LLC Founders and Key Employees

Name Title In Position Since
David J. Kubik Member August-2011
Nathan J. Kubik Member August-2011
Craig E. Carnick Chief Compliance Officer September-2011

CARNICK & KUBIK LLC Brokers, Custodians, Auditors and Administrators

Type Company

CARNICK & KUBIK LLC Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss




A. METHODS OF ANALYSIS AND INVESTMENT STRATEGIES

The Adviser believes each client presents a unique set of goals, values, interests, objectives, time horizons and challenges. Carnick & Kubik provides individualized attention to each type of investor who engages the Adviser for services.

The Adviser provides individualized Investment Advisory Services to its clients. The Adviser can provide advisory services for portfolios ranging from conservative to aggressive; each designed to meet the varying needs of and within the direction set forth by the investors. Working in partnership with the client, the Adviser selects the portfolio most appropriate after clients have defined their objectives, risk tolerance and time horizons.

Based upon information provided by the client, the Adviser attempts to evaluate an investor’s risk tolerance, time horizon, goals and object...
Get the Full Report

CARNICK & KUBIK LLC Portfolio Concentration

CARNICK & KUBIK LLC Location

675 SOUTHPOINTE COURT
SUITE 102
COLORADO SPRINGS, Colorado
UNITED STATES, 80906-3887

CARNICK & KUBIK LLC Contact Information

Phone Number: 719-579-8000
Fax Number: 719-579-8010
Website:

READ RECENT SYMMETRIC REPORTS

Disclaimer

The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here
Path B