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 09/30/16. The fund's latest filing disclosed 247MM in positions, representing 35% of the manager's regulatory AUM.

STA WEALTH MANAGEMENT StockAlpha

-3%
Top 25%
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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

STA WEALTH MANAGEMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
OUNZ 11.96% ETF -12.18% -1.63% 30 0%
VOO 11.65% ETF 4.69% -0.01% 0 2%
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FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

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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STA WEALTH MANAGEMENT Portfolio Concentration

STA WEALTH MANAGEMENT Location

800 TOWN & COUNTRY BLVD
STE 410
HOUSTON, Texas
UNITED STATES, 77024

STA WEALTH MANAGEMENT Contact Information

Phone Number: 281-822-8800
Fax Number: 713-275-2999
Website:

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Disclaimer

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