MOUNTAIN CAPITAL INVESTMENT ADVISORS, INC

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Mountain Capital Investment Advisors is based out of Denver. Mountain Capital Investment Advisors is a large advisory firm with 475 clients and discretionary assets under management (AUM) of $226,507,110 (Form ADV from 2019-03-26). Their last reported 13F filing for Q1 2019 included $92,935,000 in managed 13F securities and a top 10 holdings concentration of 83.32%. Mountain Capital Investment Advisors's largest holding is Invesco S&P 500 Equal Weight ETF with shares held of 271,251. Whalewisdom has at least 8 13F filings

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03/31/2019

13F Sector Allocation Over Time

03/31/2019

13F Activity

  • Market Value $92.935 Million
  • Prior Market Value $71.921 Million
  • New Purchases16 stocks
  • Additional Purchases20 stocks
  • Sold out of3 stocks
  • Reduced holdings in7 stocks
  • Top 10 Holdings % 83.32 %
  • Turnover % [1]:42.22%
  • Turnover Alt % [2]: 16.73 %
  • Time Held Top20:4.00 quarters
  • Time Held Top10:4.00 quarters
  • Time Held All:4.02 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 2019-05-15

Performance for Q1 2019: 4.53%
Performance Last 4 Quarters: 2.36%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 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 (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

MOUNTAIN CAPITAL INVESTMENT ADVISORS INC
9351 GRANT ST SUITE 420
DENVER CO    80229
Country: United States

Business Phone: 720-500-0050
Fax: 720-554-8052
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: CO
Number of employees: 6
Other Business Activities: accountant or accounting firm
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities:
Total Number of Clients: 475
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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MOUNTAIN CAPITAL INVESTMENT ADVISORS INC

ownership team - last updated 2019-03-26
Name Title Start Date Direct/Indirect % Ownership
BURNS, BRANDT, PHILLIP MANAGER 02/01/2011 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
MOUNTAIN CAPITAL INVESTMENT ADVISORS INC MANAGER direct 2011-02-01
BURNS, MICHELLE, LEE SECRETARY 01/01/2015 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
MOUNTAIN CAPITAL INVESTMENT ADVISORS INC SECRETARY direct 2015-01-01
LOESCH, ROBERT, WILLIAM CHIEF COMPLIANCE OFFICER 01/01/2017 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
MOUNTAIN CAPITAL INVESTMENT ADVISORS INC CHIEF COMPLIANCE OFFICER direct 2017-01-01

MOUNTAIN CAPITAL INVESTMENT ADVISORS INC

ownership team - last updated 2018-10-02
Name Title Start Date Direct/Indirect % Ownership
BURNS, BRANDT, PHILLIP MANAGER 02/01/2011 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
MOUNTAIN CAPITAL INVESTMENT ADVISORS INC MANAGER direct 2011-02-01
BURNS, MICHELLE, LEE SECRETARY 01/01/2015 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
MOUNTAIN CAPITAL INVESTMENT ADVISORS INC SECRETARY direct 2015-01-01
LOESCH, ROBERT, WILLIAM CHIEF COMPLIANCE OFFICER 01/01/2017 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
MOUNTAIN CAPITAL INVESTMENT ADVISORS INC CHIEF COMPLIANCE OFFICER direct 2017-01-01

MOUNTAIN CAPITAL INVESTMENT ADVISORS INC

ownership team - last updated 2017-09-27
Name Title Start Date Direct/Indirect % Ownership
LOESCH, ROBERT, WILLIAM CHIEF COMPLIANCE OFFICER 01/01/2017 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
MOUNTAIN CAPITAL INVESTMENT ADVISORS INC CHIEF COMPLIANCE OFFICER direct 2017-01-01
BURNS, MICHELLE, LEE SECRETARY 01/01/2015 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
MOUNTAIN CAPITAL INVESTMENT ADVISORS INC SECRETARY direct 2015-01-01
BURNS, BRANDT, PHILLIP MANAGER 02/01/2011 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
MOUNTAIN CAPITAL INVESTMENT ADVISORS INC MANAGER direct 2011-02-01

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