CARMICHAEL HILL & ASSOCIATES, INC.

HTTP://WWW.CARMICHAEL-HILL.COM GAITHERSBURG, MD Investment Advisor How do I update this listing?

Carmichael Hill & Associates is based out of Gaithersburg. Carmichael Hill & Associates is a large advisory firm with 178 clients and discretionary assets under management (AUM) of $175,789,126 (Form ADV from 2019-06-06). Their last reported 13F filing for Q3 2019 included $101,266,000 in managed 13F securities and a top 10 holdings concentration of 33.82%. Carmichael Hill & Associates's largest holding is Apple Inc with shares held of 22,186. Whalewisdom has at least 8 13F filings

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09/30/2019

13F Sector Allocation Over Time

09/30/2019

13F Activity

  • Market Value $101.266 Million
  • Prior Market Value $100.862 Million
  • New Purchases5 stocks
  • Additional Purchases46 stocks
  • Sold out of2 stocks
  • Reduced holdings in50 stocks
  • Top 10 Holdings % 33.82 %
  • Turnover % [1]:6.19%
  • Turnover Alt % [2]: 2.63 %
  • Time Held Top20:6.10 quarters
  • Time Held Top10:5.70 quarters
  • Time Held All:6.29 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: 6.51%
Performance Last 4 Quarters: 12.82%
Performance Metrics
Stats are not available for the latest quarter

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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 (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)

View Last Form Adv Compilation Report on Record

CARMICHAEL HILL & ASSOCIATES INC
18 EAST DIAMOND AVE
GAITHERSBURG MD    20877
Country: United States

Business Phone: 301-217-9300
Fax: 301-591-4195
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: MD
Number of employees: 6
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 178
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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CARMICHAEL HILL & ASSOCIATES INC

ownership team - last updated 2019-06-06
Name Title Start Date Direct/Indirect % Ownership
STEWART, JAMES, HOWARD CHIEF COMPLIANCE OFFICER, PRESIDENT 01/01/2000 Direct 75% or more
Fund Name Position direct/indirect start date end date
CARMICHAEL HILL & ASSOCIATES INC CHIEF COMPLIANCE OFFICER, PRESIDENT direct 2000-01-01
CARMICHAEL HILL & ASSOCIATES INC VICE-PRESIDENT direct 2000-01-01 2004-11-29
CARMICHAEL HILL & ASSOCIATES INC CHIEF COMPLIANCE OFFICER direct 2000-01-01 2013-03-26

CARMICHAEL HILL & ASSOCIATES INC

ownership team - last updated 2019-03-28
Name Title Start Date Direct/Indirect % Ownership
STEWART, JAMES, HOWARD CHIEF COMPLIANCE OFFICER, PRESIDENT 01/01/2000 Direct 75% or more
Fund Name Position direct/indirect start date end date
CARMICHAEL HILL & ASSOCIATES INC CHIEF COMPLIANCE OFFICER, PRESIDENT direct 2000-01-01
CARMICHAEL HILL & ASSOCIATES INC VICE-PRESIDENT direct 2000-01-01 2004-11-29
CARMICHAEL HILL & ASSOCIATES INC CHIEF COMPLIANCE OFFICER direct 2000-01-01 2013-03-26

CARMICHAEL HILL & ASSOCIATES INC

ownership team - last updated 2017-04-13
Name Title Start Date Direct/Indirect % Ownership
STEWART, JAMES, HOWARD CHIEF COMPLIANCE OFFICER, PRESIDENT 01/01/2000 Direct 75% or more
Fund Name Position direct/indirect start date end date
CARMICHAEL HILL & ASSOCIATES INC CHIEF COMPLIANCE OFFICER, PRESIDENT direct 2000-01-01
CARMICHAEL HILL & ASSOCIATES INC VICE-PRESIDENT direct 2000-01-01 2004-11-29
CARMICHAEL HILL & ASSOCIATES INC CHIEF COMPLIANCE OFFICER direct 2000-01-01 2013-03-26

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