$27.1M Total AUM
$27.1M Disc. AUM
-- 3Y CAGR
1 Employees
21 ADV. Clients
12 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Interactive Brokers · Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-23-2014
- Office Locations
- 1
Office Locations
-- Silverthorne CO
About Covered Call LLC
Covered Call LLC provides options strategy research and training focused on safety-first, income-oriented covered calls and hedging (collars, married puts, ITM/OTM call writing), including data on popular ETFs like QQQ and SPY. It offers weekly covered-call data through its Seatbelt Investing program and supports implementation via Schwab and Interactive Brokers.
Team overview
-- AVG AGE
$27.1M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
12.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Pioneer
Custodian
Meridian
Investment Themes
Radial Alpha unison
Investment Vehicles
Pioneer Element wave
Services
Frontier signal Catalyst summit Vector optima Capital
Owner & Executives
D
DAVID DONALDSON KELLER
President
- CRD
- #6289333
- Ownership
- 75% or more
(704) 427-9686
horizon.insight@ridgecapital.com
in linkedin.com/in/matrix-alpha
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $27,071,184 | -- |
| Non-Discretionary | $0 | -- |
| Total | $27,071,184 | -- |
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Separately Managed Accounts
Total SMA Asset: $27,071,184
Public Funds:
31.3% Other:
33.5% Derivatives:
10.2% Corporate - Investment Grade:
25.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $420,611,714 | 31.3% |
| Other | $450,175,477 | 33.5% |
| Derivatives | $137,068,354 | 10.2% |
| Corporate - Investment Grade | $335,951,849 | 25.0% |
| Total | $1,343,807,394 | 100.0% |