Joel Walter Looney
Chairman at SRH TOTAL RETURN FUND, INC.
Net worth: 1 M $ as of 31/03/2024
Profile
Mr. Joel W.
Looney is a Manager at Fund Administrative Services LLC, a President, Chief Investment Officer & Portfolio Manager at Rocky Mountain Advisers LLC and a Chairman & President at SRH Total Return Fund, Inc. He is on the Board of Directors at Peak Trust Co. In these roles, Mr. Looney is responsible for supervising the overall advisory services provided by RMA, as well as for the day-to-day portfolio management of the SRH Total Return Fund.
He is also an "investment adviser representative" who provides investment management and financial planning services to a group of RMA private clients.
Prior to joining RMA in 2013, Mr. Looney was the Principal for Financial Management Group, LLC, an investment management firm, from 1999 to 2013.
Prior to forming Financial Management Group, LLC, he was the Chief Financial Officer for Bethany College in Lindsborg, KS from 1995 to 1999.
He formerly served as Chairman of the Board of Directors for the Boulder Total Return Fund, The Denali Fund and the First Opportunity Fund.
Mr. Looney also serves as President of the Horejsi Charitable Foundation.
He holds an M.B.A from Kansas State University and a B.S.
from Marymount College.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
| 01/11/2023 | 75,454 ( 0.08% ) | 1 M $ | 31/03/2024 |
Joel Walter Looney active positions
| Companies | Position | Start |
|---|---|---|
| SRH TOTAL RETURN FUND, INC. | Chairman | 01/01/2003 |
Rocky Mountain Advisers LLC
 Rocky Mountain Advisers LLC Investment ManagersFinance Rocky Mountain Advisers LLC (RMA) is an independent, SEC-registered investment advisor headquartered in Salina, Kansas. The firm was founded by Stewart R. Horejsi in 2008. RMA provides advisory or sub-advisory services to individuals, high net-worth individuals, investment companies (including mutual funds), pension and profit-sharing plans (other than plan participants), pooled investment vehicles, charitable organizations, and corporations or other businesses. | President | 01/01/2013 |
Fund Administrative Services LLC
 Fund Administrative Services LLC Investment ManagersFinance Fund Administrative Services LLC provides investment advisory services. The company is headquartered in Boulder, CO. | Corporate Officer/Principal | 01/01/2017 |
Peak Trust Co. - Ak
 Peak Trust Co. - Ak Investment Trusts/Mutual FundsMiscellaneous Peak Trust Co. provides trust administration and services. It offers investment management, overlay portfolio, mutual funds, and wealth advisory. The company was founded by Doug Blattmachr in 1997 and is headquartered in Anchorage, AK. | Director/Board Member | 01/01/2013 |
Former positions of Joel Walter Looney
| Companies | Position | End |
|---|---|---|
| Elevation ETF Trust | Director/Board Member | 01/01/2018 |
Boulder Investment Advisers LLC
 Boulder Investment Advisers LLC Investment ManagersFinance Boulder Investment Advisers LLC is a mutual fund manager and registered investment advisor located in Boulder, Colorado. | Portfolio Manager-Equities | 02/12/2015 |
| Financial Management Group LLC | Corporate Officer/Principal | 31/12/2012 |
| First Financial Fund, Inc. | Director/Board Member | 14/10/2008 |
| Mildred B. Horejsi Trust | Director/Board Member | 01/01/2001 |
Training of Joel Walter Looney
| Kansas State University | Masters Business Admin |
| Marymount California University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 13 |
|---|---|
| First Financial Fund, Inc. | Miscellaneous |
Boulder Total Return Fund, Inc.
 Boulder Total Return Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous Boulder Total Return Fund, Inc. is a diversified, closed-end management investment company. It seeks to invest in portfolio of equity and debt securities. The company was founded on February 19, 1993 and is headquartered in Boulder, CO. | Miscellaneous |
Boulder Investment Advisers LLC
Boulder Investment Advisers LLC Investment ManagersFinance Boulder Investment Advisers LLC is a mutual fund manager and registered investment advisor located in Boulder, Colorado. | Finance |
The Denali Fund, Inc.
 The Denali Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous The Denali Fund, Inc. is a non-diversified, closed-end management investment company. It produces both income and long-term capital appreciation by investing in a portfolio of equity and fixed income securities. The fund principal investment objective is total return consistent with dependable, but not assured, cash flow. It invests in a portfolio of reasonably priced companies with sound fundamentals and long-term growth expectations. Denali Fund was founded on September 11, 2002 and is headquartered in Boulder, CO. | Miscellaneous |
Fund Administrative Services LLC
Fund Administrative Services LLC Investment ManagersFinance Fund Administrative Services LLC provides investment advisory services. The company is headquartered in Boulder, CO. | Finance |
Rocky Mountain Advisers LLC
Rocky Mountain Advisers LLC Investment ManagersFinance Rocky Mountain Advisers LLC (RMA) is an independent, SEC-registered investment advisor headquartered in Salina, Kansas. The firm was founded by Stewart R. Horejsi in 2008. RMA provides advisory or sub-advisory services to individuals, high net-worth individuals, investment companies (including mutual funds), pension and profit-sharing plans (other than plan participants), pooled investment vehicles, charitable organizations, and corporations or other businesses. | Finance |
| Mildred B. Horejsi Trust | Miscellaneous |
SRH Total Return Fund, Inc.
 SRH Total Return Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous SRH Total Return Fund, Inc. operates as a non-diversified, closed-end management company. It primarily invests in domestic common stocks, warrants, corporate bonds, the United States treasury bills and repurchase agreements. The firm seeks to produce both income and long-term capital appreciation by investing in a portfolio of equity and debt securities. The company is headquartered in Denver, CO. | Miscellaneous |
First Opportunity Fund, Inc.
 First Opportunity Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous First Opportunity Fund, Inc. is a closed-end management investment company. The Fund is non-diversified and its primary investment objective is total return. Its assets are invested primarily in equity securities issued by financial services companies. The company was founded on March 3, 1986 and is headquartered in Boulder, CO. | Miscellaneous |
St. John's Military School
 St. John's Military School Other Consumer ServicesConsumer Services St. John's Military School owns and operates school. The company was founded by Elisha Smith Thomas in 1887 and is headquartered in Salina, KS. | Consumer Services |
Peak Trust Co. - Ak
Peak Trust Co. - Ak Investment Trusts/Mutual FundsMiscellaneous Peak Trust Co. provides trust administration and services. It offers investment management, overlay portfolio, mutual funds, and wealth advisory. The company was founded by Doug Blattmachr in 1997 and is headquartered in Anchorage, AK. | Miscellaneous |
| Elevation ETF Trust | |
| Financial Management Group LLC |
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