SPC FINANCIAL INC. Overview

Spc Financial Inc. is an investment advisor that manages 667.5 MM dollars in regulatory AUM and has 24 employees, of which 7 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/10 to 09/30/16. The fund's latest filing disclosed 311MM in positions, representing 47% of the manager's regulatory AUM.

SPC FINANCIAL INC. StockAlpha

-3.2%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
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EBIDTA Margin Debt/Assets Hedge Fund Crowding

SPC FINANCIAL INC. Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
RSP 15.95% ETF 5.89% 0.17% 1 2%
PDP 4.93% ETF 0.71% -0.19% 2 2%
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SPC FINANCIAL INC. Founders and Key Employees

Name Title In Position Since
Edward G. Sella Ceo July-1989
William G. Chatfield Secretary July-1989
Leo D. Martinic Treasurer December-2002
Mariann B. Miller Chief Compliance Officer December-2010

SPC FINANCIAL INC. Brokers, Custodians, Auditors and Administrators

Type Company

SPC FINANCIAL INC. Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


SPC IARs may utilize margin and option trading for Clients based upon Client’s financial situation, risk tolerance, and investment objectives. All margin and option accounts must be approved by RJFS Compliance and consented to in writing by Client. The exact composition of recommended programs and investment strategies will be determined by the client’s legal and tax considerations and greatly influenced by the client’s liquidity needs and tolerance for risk (fluctuations in portfolio values).

SPC also provides investment advice based on asset allocation strategies through the Eagle, Freedom, Freedom UMA, and RJCS managed account programs offered through Raymond James. Unaffiliated asset allocation products may also be available through SPC. Unless specifically noted, tax efficiency is not a primary consideration in the management of accounts offered by Raymond James through the programs named abov...
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SPC FINANCIAL INC. Portfolio Concentration

SPC FINANCIAL INC. Location

3202 TOWER OAKS BLVD
SUITE 400
ROCKVILLE, Maryland
UNITED STATES, 20852

SPC FINANCIAL INC. Contact Information

Phone Number: 301-770-6800
Fax Number: 301-770-9031
Website:

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