WARREN AVERETT ASSET Overview

Warren Averett Asset Management Llc is an investment advisor that manages 1.8 BN dollars in regulatory AUM and has 29 employees, of which 20 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/12 to 09/30/16. The fund's latest filing disclosed 239MM in positions, representing 13% of the manager's regulatory AUM.

WARREN AVERETT ASSET StockAlpha

-1.5%
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

WARREN AVERETT ASSET Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AGG 22.79% ETF -3.3% -0.9% 0 3%
VOE 15.33% ETF 4.17% 0.31% 1 2%
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FEATURED IN
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WARREN AVERETT ASSET Founders and Key Employees

Name Title In Position Since
Steven C. Causey Secretary / Treasurer November-2014
Joshua L. Reidinger President September-2012
Justin T. Russell Chief Compliance Officer February-2007
Melanie L. Nichols Vice President January-2012
Irby J. Thompson Vice President January-2012
Larry K. Hicks Vice President January-2012

WARREN AVERETT ASSET Brokers, Custodians, Auditors and Administrators

Type Company

WARREN AVERETT ASSET Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

A. The Registrant may utilize the following methods of security analysis:
• Fundamental - (analysis performed on historical and present data, with the goal of making financial forecasts)
• Technical – (analysis performed on historical and present data, focusing on price and trade volume, to forecast the direction of prices)

The Registrant may utilize the following investment strategies when implementing investment advice given to clients:
• Long Term Purchases (securities held at least a year)
• Short Term Purchases (securities sold within a year)

Please Note: Investment Risk. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended or undertaken by the Registrant) will be profitable...
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WARREN AVERETT ASSET Portfolio Concentration

WARREN AVERETT ASSET Location

2500 ACTON ROAD
BIRMINGHAM, Alabama
UNITED STATES, 35243

WARREN AVERETT ASSET Contact Information

Phone Number: 205-979-4100
Fax Number: 205-979-6313
Website:

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