LBA WEALTH MANAGEMENT Overview

Lba Wealth Management Llc is an investment advisor that manages 310.5 MM dollars in regulatory AUM and has 21 employees, of which 3 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/13 to 09/30/16. The fund's latest filing disclosed 177MM in positions, representing 57% of the manager's regulatory AUM.

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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

LBA WEALTH MANAGEMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
BND 12.36% ETF -3.38% -0.5% 0 4%
MDY 10.95% ETF 6.02% 0.42% 0 10%
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LBA WEALTH MANAGEMENT Founders and Key Employees

Name Title In Position Since
David T. Albaneze Managing Member, Chief Investment Officer & Chief Compliance Officer October-2008
Richard D. Brock Member March-2009
Neal J. Von Stein Member March-2009
David A. Brinson Member March-2009
Robert W. Hinckley Member March-2009
Harry M. Parsons Member March-2009
James R. White Member March-2009
William G. Shelton Member March-2009
William R. Morrow Member March-2009
Curtis L. Castetter Member March-2009
Joseph F. Cummings Member March-2009
Edward J. Grenadier Member March-2009
Mary C. Harrell Member March-2009
John E. Reynolds Member March-2009
Scott A. Steadman Member March-2009
Jamie L. Thomas Member March-2009
Robert A. Mckendry Member August-2010
Matthew B. Cochran Member February-2014
Daniel C. Brock Member January-2014
Donna J. Rivera Member October-2014
Jason K. Lafser Member October-2014

LBA WEALTH MANAGEMENT Brokers, Custodians, Auditors and Administrators

Type Company

LBA WEALTH MANAGEMENT Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss. Disclosures regarding the investment strategies employed by LBA WM have been revised to more succinctly detail our firm practices.

Item 12. Brokerage Practices disclosure has been revised to reflect the rebranding of the platform of services Charles Schwab & Co. provides to independent registered investment advisers such as LBA WM.

Item 14. Client Referrals and Other Compensation. Disclosures have been revised to clarify that while LBA WM will pay referral fees to certain affiliated solicitors (i.e., Members of our firm), LBA WM not pay referral fees to unaffiliated solicitors.





















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LBA Wealth Management Firm Brochure


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LBA WEALTH MANAGEMENT Portfolio Concentration

LBA WEALTH MANAGEMENT Location

501 RIVERSIDE AVENUE
SUITE 800
JACKSONVILLE, Florida
UNITED STATES, 32202

LBA WEALTH MANAGEMENT Contact Information

Phone Number: 904.396.4015
Fax Number: 904.399.4012
Website:

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