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Money Concepts Capital

Money Concepts Capital is an investment advisor in Palm Beach Gardens with $3.31B assets under management.

Company profile

Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
592268067
SEC advisor number
801-39736
FINRA CRD number
12963
AUM ?
$3.31B (as of 19 Jul 21)
Accounts
19,162 (as of 19 Jul 21)
Employees
533 (430 investment advisory or research)
Office hours
Monday - Friday, 8:30 TO 5:30
Owner Title From %Ownership
World Investment Network, Inc. Shareholder 01/1991 > 75%
Money Concepts International, Inc Owns 100% of Money Concepts Capital Corp. 01/1991 > 75%
Walsh, Denis Stephen President | Chief Executive Officer 09/1987 < 5%
Walsh, Mary Therese SR Vice President | Chief Compliance Officer 04/1997 < 5%
Barnett, Cheryl Morris Assistant Vice President | Compliance Officer 02/1990 < 5%
Dayley, Barry Lyle Executive Vice President of Financial Institutions 08/1998 < 5%
Perlow, Liza Maria Vice President | Compliance Officer 01/2002 < 5%
Rittman, Barry Richard Vice President | Chief Financial Officer 07/2003 < 5%
Walsh, James Edward Vice President | Advertising and Communications 06/2003 < 5%
Porter, William Allen Vice President | Marketing and Business Development 01/2017 < 5%

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 701 long holdings
End of quarter 31 Mar 21
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$47.79M 120.13K 115.37K +4.1
$43.79M 403.49K 423.45K -4.7
$26.16M 531.85K 536.51K -0.9
$24.98M 581.39K 312.86K +85.8
$22.59M 496.64K 331.05K +50.0
$21.29M 66.72K 45.45K +46.8
$20.42M 178.06K 798 +22212.7
$19.97M 411.12K 372.77K +10.3
$19.55M 437.65K 388.93K +12.5
$19.32M 362.14K 316.29K +14.5
$19.05M 141.55K 122.22K +15.8
$17.79M 48.83K 46.86K +4.2
$17.61M 253.27K 113.74K +122.7
$17.32M 137.98K 99.61K +38.5
$16.41M 134.3K 131.23K +2.3
$16.4M 216.14K 236.02K -8.4
$16.33M 190.18K NEW
$14.58M 412.34K 413.12K -0.2
$14.34M 323.39K 4.75K +6703.9
$12.7M 53.85K 47.15K +14.2
$12.47M 96.12K 22.49K +327.5
$12.35M 104.6K 44.97K +132.6
$12.09M 119.64K 115.11K +3.9
$11.49M 166.05K 214.45K -22.6
$11.17M 122.34K 10.7K +1043.1
$10.88M 233.38K 289.25K -19.3
First TR Exchange Traded FD
$10.7M 89.76K 132.37K -32.2
$10.66M 201.77K NEW
$10.62M 75K 65.15K +15.1
$10.44M 341.75K 373.19K -8.4
$9.95M 67.49K 58.1K +16.2
$9.58M 322.97K 467.32K -30.9
$9.32M 114.35K 564 +20175.2
$9.28M 201.96K 165.18K +22.3
$8.62M 162.64K 159.68K +1.9
$8.57M 41.48K 39.56K +4.9
$8.29M 319.55K 19.64K +1527.0
$7.86M 47.83K 47.46K +0.8
$7.4M 45.05K 41.41K +8.8
$7.4M 101.45K NEW
$7.29M 54.87K 56.1K -2.2
$6.97M 121.87K 3.71K +3181.3
$6.72M 42.81K 36.5K +17.3
$6.45M 99.87K 27.47K +263.5
$6.38M 139.51K NEW
$6.35M 93.42K NEW
$6.34M 68.17K 50.82K +34.1
$6.34M 108.99K 7.51K +1350.5
Vanguard Charlotte FDS
$6.26M 109.6K 120.66K -9.2
$6.2M 273.01K 256.36K +6.5
Holdings list only includes long positions. Only includes long positions.

Calendar

26 Nov 21
31 Dec 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings