ZEKE CAPITAL ADVISORS Overview

Zeke Capital Advisors Llc is an investment advisor that manages 2.2 BN dollars in regulatory AUM and has 18 employees, of which 10 perform investment advisory functions.

The manager's has disclosed holdings from 06/30/09 to 09/30/16. The fund's latest filing disclosed 222MM in positions, representing 10% of the manager's regulatory AUM.

ZEKE CAPITAL ADVISORS 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

ZEKE CAPITAL ADVISORS Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
VUG 19.03% ETF 0.61% -0.79% 1 3%
VTV 15% ETF 8.26% 0.54% 0 2%
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FEATURED IN
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ZEKE CAPITAL ADVISORS Founders and Key Employees

Name Title In Position Since
Edward N. Antoian Managing Member, Chief Investment Officer January-2008
Paul M. Polries Director Of Research January-2008
Christopher L. Fagley Chief Operating Officer/Chief Compliance Officer January-2012
Norborne G. Smith President January-2014

ZEKE CAPITAL ADVISORS Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Auditor Pro
Custodian Pro
Custodian Pro

ZEKE CAPITAL ADVISORS Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Investing in securities involves risk of loss that clients should be prepared to bear. The significant risks are loss of portfolio value and illiquidity of a security (i.e., the inability to sell a security within a reasonable timeframe due to low trade volume and lack of



5
Form ADV Part 2A Brochure

IARD/CRD No: 146607
SEC File No.: 801- 69179






interest). Risk is measured at both a security and portfolio level. Investment strategies used to implement any investment advice given to clients include long term purchases (securities held at least a year), short term purchases (securities sold within a year), trading (securities sold within 30 days), short sales, margin transactions and option writing including covered options and uncovered options or spreading strategies.

The evaluation and selection of third‐party investment managers is a si...
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ZEKE CAPITAL ADVISORS Portfolio Concentration

ZEKE CAPITAL ADVISORS Location

1235 WESTLAKES DRIVE
SUITE 402
BERWYN, Pennsylvania
UNITED STATES, 19312

ZEKE CAPITAL ADVISORS Contact Information

Phone Number: 610-572-4529
Fax Number: 610-296-1430
Website:

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