STA WEALTH MANAGEMENT Overview
Sta Wealth Management Llc is an investment advisor that manages 699.1 MM dollars in regulatory AUM and has 20 employees, of which 8 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/13 to 03/31/21. The fund's latest filing disclosed 1BN in positions, representing 167% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/13 to 03/31/21. The fund's latest filing disclosed 1BN in positions, representing 167% of the manager's regulatory AUM.
STA WEALTH MANAGEMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
STA WEALTH MANAGEMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| IVV | 12.58% | ETF | 11.69% | -0.02% | 0 | 0% | ||
| IEFA | 5.37% | ETF | 7.64% | -0.15% | 0 | 0% | ||
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FEATURED IN
STA WEALTH MANAGEMENT Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Lance E. Roberts | Member, Chief Executive Officer | October-2002 |
| Michael A. Smith | Member President | October-2002 |
| James L. Patterson | Member / Chief Investment Officer | September-2010 |
| Hope M. Edick | Chief Compliance Officer | August-2011 |
STA WEALTH MANAGEMENT Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Auditor | Pro |
| Auditor | Pro |
| Custodian | Pro |
STA WEALTH MANAGEMENT Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Method of Analysis
STA uses a combination of the following types of analysis in evaluating investments for client accounts:
Charting—Analysis of charts of past stock performance
Fundamental—Analysis of financial attributes of a company, such as revenue growth, debt to equity ratio, inventory turnover, etc.
Technical—Analysis which assumes past performance is a predictor of future performance
STA uses the following sources of information in its analysis among others:
financial newspapers and magazines,
research materials prepared by others,
corporate rating services, timing services,
annual reports, prospectuses, filings with the Securities and Exchange
Commission, and
company press releases.
Investment Strategies
The investment strategies STA uses to implement investment advic...
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Method of Analysis
STA uses a combination of the following types of analysis in evaluating investments for client accounts:
Charting—Analysis of charts of past stock performance
Fundamental—Analysis of financial attributes of a company, such as revenue growth, debt to equity ratio, inventory turnover, etc.
Technical—Analysis which assumes past performance is a predictor of future performance
STA uses the following sources of information in its analysis among others:
financial newspapers and magazines,
research materials prepared by others,
corporate rating services, timing services,
annual reports, prospectuses, filings with the Securities and Exchange
Commission, and
company press releases.
Investment Strategies
The investment strategies STA uses to implement investment advic...
Unlock Full Investment Process Description
STA WEALTH MANAGEMENT Portfolio Concentration
STA WEALTH MANAGEMENT Location
800 TOWN & COUNTRY BLVD
STE 410
HOUSTON, Texas
UNITED STATES, 77024
STE 410
HOUSTON, Texas
UNITED STATES, 77024
STA WEALTH MANAGEMENT Contact Information
Phone Number: 281-822-8800
Fax Number: 713-275-2999
Website: http://stawealth.com
Fax Number: 713-275-2999
Website: http://stawealth.com
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Disclaimer
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