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 485 clients and discretionary assets under management (AUM) of $248,575,871 (Form ADV from 2020-04-13). Their last reported 13F filing for Q2 2020 included $218,331,000 in managed 13F securities and a top 10 holdings concentration of 79.41%. Mountain Capital Investment Advisors's largest holding is iShares Core U.S. Treasury Bond ETF with shares held of 2,129,252. Whalewisdom has at least 13 13F filings

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06/30/2020

13F Activity

  • Market Value $218.331 Million
  • Prior Market Value $193.505 Million
  • New Purchases9 stocks
  • Additional Purchases20 stocks
  • Sold out of4 stocks
  • Reduced holdings in20 stocks
  • Top 10 Holdings % 79.41 %
  • Turnover % [1]:26.53%
  • Turnover Alt % [2]: 14.43 %
  • Time Held Top20:2.50 quarters
  • Time Held Top10:1.70 quarters
  • Time Held All:4.00 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.

06/30/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: 18.88%
Performance Last 4 Quarters: 4.0%
Performance Metrics
Stats are not available for the latest quarter

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

MOUNTAIN CAPITAL INVESTMENT ADVISORS INC

  

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: 485
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 2020-03-25
Name Title Start Date Direct/Indirect % Ownership

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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