LOWE WEALTH ADVISORS, LLC

HTTP://WWW.LOWEWEALTHADVISORS.COM COLUMBIA, MD Investment Advisor How do I update this listing?

Also known as:

  • LOWE FS LLC

Lowe Wealth Advisors is based out of Columbia. Lowe Wealth Advisors is a large advisory firm with 347 clients and discretionary assets under management (AUM) of $272,388,239 (Form ADV from 2018-03-28). Their last reported 13F filing for Q4 2018 included $146,335,000 in managed 13F securities and a top 10 holdings concentration of 80.4%. Lowe Wealth Advisors's largest holding is SPDR S&P 500 ETF Trust with shares held of 153,447. Lowe Wealth Advisors has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 17 13F filings

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66

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12/31/2018

13F Sector Allocation Over Time

12/31/2018

13F Activity

  • Market Value $146.335 Million
  • Prior Market Value $169.038 Million
  • New Purchases15 stocks
  • Additional Purchases19 stocks
  • Sold out of47 stocks
  • Reduced holdings in56 stocks
  • Top 10 Holdings % 80.40 %
  • Turnover % [1]:22.30%
  • Turnover Alt % [2]: 6.07 %
  • Time Held Top20:10.95 quarters
  • Time Held Top10:9.90 quarters
  • Time Held All:10.99 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 2018-11-14

Performance for Q3 2018: -4.57%
Performance Last 4 Quarters: -2.25%
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:
  • 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 (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)

View Last Form Adv Compilation Report on Record

LOWE WEALTH ADVISORS, LLC
6230 OLD DOBBIN LANE SUITE 170
COLUMBIA MD    21045
Country: United States

Business Phone: 443-766-7160
Fax: 443-766-7198
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: MD
Number of employees: 10
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 42,843,200
Total Number of Clients: 347
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Non-derivative Insider Transactions Since 12/31/2018

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LOWE WEALTH ADVISORS, LLC

ownership team - last updated 2017-07-10
Name Title Start Date Direct/Indirect % Ownership
WILLIAMS, BRADLEY, ALAN CHIEF INVESTMENT OFFICER 01/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
LOWE FS, LLC CHIEF INVESTMENT OFFICER direct 2015-01-01
LOWE & ASSOCIATES FINANCIAL SERVICES, LTD MEMBER 05/01/2011 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
LOWE FS, LLC MEMBER direct 2011-05-01
KAWG&F FINANCIAL PLANNING GROUP, LLC MEMBER 05/01/2011 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
LOWE FS, LLC MEMBER direct 2011-05-01
LOWE, HAROLD, ALAN PRESIDENT 05/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
LOWE & ASSOCIATES FINANCIAL SERVICES LTD. PRESIDENT direct 1996-11-01
LOWE WEALTH ADVISORS, LLC PRESIDENT / SHAREHOLDER indirect 1994-06-01
LOWE FS, LLC SHAREHOLDER indirect 1994-06-01
LOWE FS, LLC PRESIDENT direct 2011-05-01
LOWE, GREGORY, ALAN CHIEF COMPLIANCE OFFICER AND VICE PRESIDENT 05/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
LOWE & ASSOCIATES FINANCIAL SERVICES LTD. CHIEF COMPLIANCE OFFICER/VICE PRESIDENT direct 2007-04-01
LOWE WEALTH ADVISORS, LLC CHIEF COMPLIANCE OFFICER AND VICE PRESIDENT direct 2011-05-01
LOWE FS, LLC CHIEF COMPLIANCE OFFICER direct 2011-05-01
LOWE FS, LLC MANAGING MEMBER/CHIEF COMPLIANCE OFFICER direct 2011-05-01
LOWE FS, LLC VICE PRESIDENT / SHAREHOLDER indirect 2015-01-01
LOWE, GREGORY, ALAN VICE PRESIDENT / SHAREHOLDER LOWE & ASSOCIATES FINANCIAL SERVICES, LTD 01/01/2015 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
LOWE & ASSOCIATES FINANCIAL SERVICES LTD. CHIEF COMPLIANCE OFFICER/VICE PRESIDENT direct 2007-04-01
LOWE WEALTH ADVISORS, LLC CHIEF COMPLIANCE OFFICER AND VICE PRESIDENT direct 2011-05-01
LOWE FS, LLC CHIEF COMPLIANCE OFFICER direct 2011-05-01
LOWE FS, LLC MANAGING MEMBER/CHIEF COMPLIANCE OFFICER direct 2011-05-01
LOWE FS, LLC VICE PRESIDENT / SHAREHOLDER indirect 2015-01-01
LOWE, HAROLD, ALAN PRESIDENT / SHAREHOLDER LOWE & ASSOCIATES FINANCIAL SERVICES, LTD 06/01/1994 Indirect 75% or more
Fund Name Position direct/indirect start date end date
LOWE & ASSOCIATES FINANCIAL SERVICES LTD. PRESIDENT direct 1996-11-01
LOWE WEALTH ADVISORS, LLC PRESIDENT / SHAREHOLDER indirect 1994-06-01
LOWE FS, LLC SHAREHOLDER indirect 1994-06-01
LOWE FS, LLC PRESIDENT direct 2011-05-01
KATZ, ABOSCH, WINDESHEIM, GERSHMAN & FREEDMAN, P.A. MEMBER KAWG&F FINANCIAL PLANNING GROUP, LLC 05/01/2011 Indirect 75% or more
Fund Name Position direct/indirect start date end date
LOWE FS, LLC MEMBER indirect 2011-05-01

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