Contango Capital Advisors, Inc. (Salt Lake City)

Contango Capital Advisors, Inc. is a large advisory firm based in Salt Lake City. It manages $1.45 billion of regulatory assets for 3,168 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Arizona, California, Colorado, and 14 other states.

Contango Capital Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.

Contango Capital Advisors: assets under management

The assets under management (AUM) of Contango Capital Advisors, Inc. is $1.45 billion. The firm's AUM has grown by 2085% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.26 billion in discretionary accounts and $182.65 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $418.22 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.24 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Contango Capital Advisors, Inc. for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Contango Capital Advisors, Inc.

George Mark Feiger has been acting as President since 1 Mar 2004. Russell Warren Price joined the executive team most recently as the Director, Advisory Service.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Welman Holdings	Parent company	1 Mar 2004	75% - 100%	20-0942463
George Mark Feiger	President/director	1 Mar 2004	Other	4811031
David Bryan Magee	Director	1 Mar 2004	Other	2341057
Bruce William Roat	Director	1 Apr 2004	Other	4819581
Thomas Lewis Trine	Director	1 Apr 2004	Other	4819586
Rosemarie Garcia Rodriguez	General counsel & chief compliance officer	1 Apr 2004	Other	4819590
Lisa Ann Contillo	Director	1 Aug 2004	Other	1944266
Milton Rafael Balbuena	Director	1 Oct 2004	Other	2922485
Eugene Henri Elias	Executive officer	1 Nov 2004	Other	3113124
Stephanie Lisa Andrews Higgins	Chief compliance officer	1 Dec 2005	Other	4820304
Scott Raymond Burnett	Executive officer	1 Dec 2005	Other	1024776
Kelly Owen Schmalhausen	Chief compliance officer	1 Jun 2007	Other	2340178
David Bryan Magee	Director & president	1 Jun 2007	Other	2341057
Cherie Jean Jolly	Chief compliance officer	1 Sep 2007	Other	1980521
Owen Stuart Brown	Coo & cfo	1 Sep 2007	Other	5428273
Faraz Sattar	Chief financial officer	1 Mar 2009	Other	2953616
Leigh Davis Schmidt	Chief compliance officer	1 Jun 2009	Other	3003108
Lincoln Earl Taylor	Chief compliance officer	1 May 2010	Other	5011548
Julianne Cruz	Managing director	1 Jun 2010	Other	1217012
Julie Gamlin Castle	Chief operating officer	1 Jun 2011	Other	1397035
Julianne Cruz	Director, advisory service	1 Aug 2011	Other	1217012
David Norris Warne	Director, advisory service	1 Aug 2011	Other	2894195
Russell Warren Price	Director, advisory service	1 Jan 2012	Other	4570925
Julie Gamlin Castle	Chief executive officer	1 Jun 2013	Other	1397035

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Zions Bancorporation	Parent	1 Aug 1991	75% - 100%	87-0227400
Zions First National Bank	Shareholder	1 Apr 2004	75% - 100%	87-0189025
Zions Bancorporation	Parent	1 Jan 2008	75% - 100%	87-0227400

Based in Salt Lake City

The principal office where Contango Capital Advisors, Inc. performs its advisory services is located at Welman Holdings, Inc., Salt Lake City, UT 84133, which is also the mailing address of the firm. An additional office of the firm is in Irvine, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 801-844-7700 or by fax 801-594-8365. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday.