FINANCIAL ARCHITECTS, INC

HTTPS://WWW.MEYERCG.COM MARLTON, NJ Investment Advisor How do I update this listing?

Financial Architects is based out of Marlton. Financial Architects is a large advisory firm with 706 clients and discretionary assets under management (AUM) of $779,051,172 (Form ADV from 2018-11-01). Their last reported 13F filing for Q3 2019 included $428,186,000 in managed 13F securities and a top 10 holdings concentration of 30.54%. Financial Architects's largest holding is Schwab U.S. Broad Market ETF with shares held of 240,620. Whalewisdom has at least 53 13F filings

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09/30/2019

13F Sector Allocation Over Time

09/30/2019

13F Activity

  • Market Value $428.186 Million
  • Prior Market Value $535.983 Million
  • New Purchases68 stocks
  • Additional Purchases200 stocks
  • Sold out of256 stocks
  • Reduced holdings in249 stocks
  • Top 10 Holdings % 30.54 %
  • Turnover % [1]:32.30%
  • Turnover Alt % [2]: 30.85 %
  • Time Held Top20:9.80 quarters
  • Time Held Top10:3.40 quarters
  • Time Held All:12.35 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-11-14

Performance for Q3 2019: 8.33%
Performance Last 4 Quarters: 9.99%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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13F Filings Available:
  • 2019-09-30 - 13F-HR (Subscription required)
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR/A (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR/A (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-09-30 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)
  • 2014-12-31 - 13F-HR (Subscription required)
  • 2014-09-30 - 13F-HR (Subscription required)
  • 2014-06-30 - 13F-HR (Subscription required)
  • 2014-03-31 - 13F-HR (Subscription required)
  • 2013-12-31 - 13F-HR (Subscription required)
  • 2013-09-30 - 13F-HR/A (Subscription required)
  • 2013-09-30 - 13F-HR/A (Subscription required)
  • 2013-09-30 - 13F-HR (Subscription required)
  • 2013-06-30 - 13F-HR (Subscription required)
  • 2013-03-31 - 13F-HR (Subscription required)
  • 2012-12-31 - 13F-HR (Subscription required)
  • 2012-09-30 - 13F-HR (Subscription required)
  • 2012-06-30 - 13F-HR (Subscription required)
  • 2012-03-31 - 13F-HR (Subscription required)
  • 2011-12-31 - 13F-HR (Subscription required)
  • 2011-09-30 - 13F-HR (Subscription required)
  • 2011-06-30 - 13F-HR (Subscription required)
  • 2011-03-31 - 13F-HR (Subscription required)
  • 2010-12-31 - 13F-HR (Subscription required)
  • 2010-09-30 - 13F-HR (Subscription required)
  • 2010-06-30 - 13F-HR (Subscription required)
  • 2010-03-31 - 13F-HR (Subscription required)
  • 2009-12-31 - 13F-HR (Subscription required)
  • 2009-09-30 - 13F-HR (Subscription required)
  • 2009-06-30 - 13F-HR (Subscription required)
  • 2009-03-31 - 13F-HR/A (Subscription required)
  • 2009-03-31 - 13F-HR (Subscription required)
  • 2008-12-31 - 13F-HR (Subscription required)
  • 2008-09-30 - 13F-HR (Subscription required)
  • 2008-06-30 - 13F-HR (Subscription required)
  • 2008-03-31 - 13F-HR (Subscription required)
  • 2007-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

MEYER CAPITAL GROUP
525 ROUTE 73N, SUITE 312
MARLTON NJ    08053
Country: United States

Business Phone: 856-985-8400
Fax: 856-985-8151
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: NJ
Number of employees: 11
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 74,392,900
Total Number of Clients: 706
Amount of client funds and securities by related persons: 2,154,340
Total Number of clients from related persons: 2
Disclosures:
Data above was derived from SEC filings.

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FINANCIAL ARCHITECTS INC

ownership team - last updated 2019-07-11
Name Title Start Date Direct/Indirect % Ownership
MEYER, THOMAS, CLARENCE PRESIDENT/CHIEF COMPLIANCE OFFICER 01/01/1989 Direct 75% or more
Fund Name Position direct/indirect start date end date
FINANCIAL ARCHITECTS INC PRESIDENT/CHIEF COMPLIANCE OFFICER direct 1989-01-01
FINANCIAL ARCHITECTS INC PRESIDENT/DIRECTOR direct 1989-01-01 2003-09-26
FINANCIAL ARCHITECTS INC PRESIDENT direct 1989-01-01 2005-03-22
FINANCIAL ARCHITECTS INC PRESIDENT/CCO direct 1989-01-01 2006-03-07
Zuccarelli, Nina CHIEF OPERATING OFFICER 01/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
FINANCIAL ARCHITECTS INC CHIEF OPERATING OFFICER direct 2014-01-01

FINANCIAL ARCHITECTS INC

ownership team - last updated 2019-03-30
Name Title Start Date Direct/Indirect % Ownership
MEYER, THOMAS, CLARENCE PRESIDENT/CHIEF COMPLIANCE OFFICER 01/01/1989 Direct 75% or more
Fund Name Position direct/indirect start date end date
FINANCIAL ARCHITECTS INC PRESIDENT/CHIEF COMPLIANCE OFFICER direct 1989-01-01
FINANCIAL ARCHITECTS INC PRESIDENT/DIRECTOR direct 1989-01-01 2003-09-26
FINANCIAL ARCHITECTS INC PRESIDENT direct 1989-01-01 2005-03-22
FINANCIAL ARCHITECTS INC PRESIDENT/CCO direct 1989-01-01 2006-03-07

FINANCIAL ARCHITECTS INC

ownership team - last updated 2018-10-03
Name Title Start Date Direct/Indirect % Ownership
MEYER, THOMAS, CLARENCE PRESIDENT/CHIEF COMPLIANCE OFFICER 01/01/1989 Direct 75% or more
Fund Name Position direct/indirect start date end date
FINANCIAL ARCHITECTS INC PRESIDENT/CHIEF COMPLIANCE OFFICER direct 1989-01-01
FINANCIAL ARCHITECTS INC PRESIDENT/DIRECTOR direct 1989-01-01 2003-09-26
FINANCIAL ARCHITECTS INC PRESIDENT direct 1989-01-01 2005-03-22
FINANCIAL ARCHITECTS INC PRESIDENT/CCO direct 1989-01-01 2006-03-07

FINANCIAL ARCHITECTS INC

ownership team - last updated 2017-09-22
Name Title Start Date Direct/Indirect % Ownership
MEYER, THOMAS, CLARENCE PRESIDENT/CHIEF COMPLIANCE OFFICER 01/01/1989 Direct 75% or more
Fund Name Position direct/indirect start date end date
FINANCIAL ARCHITECTS INC PRESIDENT/CHIEF COMPLIANCE OFFICER direct 1989-01-01
FINANCIAL ARCHITECTS INC PRESIDENT/DIRECTOR direct 1989-01-01 2003-09-26
FINANCIAL ARCHITECTS INC PRESIDENT direct 1989-01-01 2005-03-22
FINANCIAL ARCHITECTS INC PRESIDENT/CCO direct 1989-01-01 2006-03-07

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