![Joel Looney](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Joel Looney
Chairman at
SRH TOTAL RETURN FUND, INC.
Net worth: 1 M $ as of 30/05/2026
Profile
Mr. Joel W.
Looney is a Manager at Fund Administrative Services LLC and a Chairman & President at SRH Total Return Fund, Inc. He is on the Board of Directors at Peak Trust Co. - Ak.
Mr. Looney was previously employed as a Trustee by Elevation ETF Trust, a President, CIO & Portfolio Manager by SRH Advisors LLC, an Assistant Investment Officer by Boulder Investment Advisers LLC, a Chairman by The Denali Fund, Inc., a Chairman by First Opportunity Fund, Inc., a Chairman by Boulder Total Return Fund, Inc., a Partner by Financial Management Group LLC, a Chief Financial Officer & Vice President by Bethany College (Kansas), a Chief Financial Officer & Vice President by St. John's Military School, and a Trustee by Mildred B. Horejsi Trust.
He also served on the board at First Financial Fund, Inc. He received his undergraduate degree from Marymount California University and an MBA from Kansas State University.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
| 02/10/2025 | 74,308 ( 0.08% ) | 1 M $ | 30/05/2026 |
Joel Looney active positions
| Companies | Position | Start |
|---|---|---|
| SRH TOTAL RETURN FUND, INC. | Chairman | 31/12/2002 |
Fund Administrative Services LLC
 Fund Administrative Services LLC Investment ManagersFinance Provides investment advisory services | Corporate Officer/Principal | 31/12/2016 |
Peak Trust Co. - Ak
 Peak Trust Co. - Ak Investment Trusts/Mutual FundsMiscellaneous Provides trust services | Director/Board Member | 31/12/2012 |
Former positions of Joel Looney
| Companies | Position | End |
|---|---|---|
Rocky Mountain Advisers LLC
 Rocky Mountain Advisers LLC Investment ManagersFinance SRH Advisors seeks to invest in good businesses at attractive valuations for the long run. The firm employs a disciplined, bottom-up, value-driven investment process. They utilize two core investment principles: (1) superior long-term returns can only be generated as long as first priority is given to protecting one's principal investment; and (2) one must invest in businesses and not speculate in securities to have long-term investment success. | Chief Executive Officer | 31/12/2025 |
Elevation ETF Trust | Director/Board Member | 31/12/2017 |
Boulder Investment Advisers LLC
 Boulder Investment Advisers LLC Investment ManagersFinance Boulder Investment Advisors (BIA), along with Stewart Investment Advisers (SIA), serves as co-adviser to the Boulder Growth & Income Fund, Inc. (NYSE: BIF), the Boulder Total Return Fund, Inc. (NYSE: BTF) and The Denali Fund, Inc. (NYSE: DNY). The Boulder Growth & Income Fund is a non-diversified closed-end fund with a total return objective. The Boulder Total Return Fund is a diversified closed-end fund with a total return objective. The Denali Fund is a non-diversified closed-end fund with an investment objective of total return consistent with dependable, but not assured, cash flow. In managing the funds, the firms utilize a bottom-up, value driven investment process to identify securities of good quality businesses trading below estimated intrinsic value. The funds target investment opportunities that will provide attractive returns over a long holding period. The funds maintain a high level of flexibility and may invest in equity and fixed income securities of domestic and international companies without market-cap limitations. | Portfolio Manager-Equities | 01/12/2015 |
Financial Management Group LLC
 Financial Management Group LLC Investment ManagersFinance Operates as a private investment banking, development and competitive energy markets advisory firm | Corporate Officer/Principal | 30/12/2012 |
First Opportunity Fund, Inc.
 First Opportunity Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust | Director/Board Member | 13/10/2008 |
Training of Joel Looney
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
21
1st degree connections
15
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 15 |
|---|---|
Boulder Investment Advisers LLC
Boulder Investment Advisers LLC Investment ManagersFinance Boulder Investment Advisors (BIA), along with Stewart Investment Advisers (SIA), serves as co-adviser to the Boulder Growth & Income Fund, Inc. (NYSE: BIF), the Boulder Total Return Fund, Inc. (NYSE: BTF) and The Denali Fund, Inc. (NYSE: DNY). The Boulder Growth & Income Fund is a non-diversified closed-end fund with a total return objective. The Boulder Total Return Fund is a diversified closed-end fund with a total return objective. The Denali Fund is a non-diversified closed-end fund with an investment objective of total return consistent with dependable, but not assured, cash flow. In managing the funds, the firms utilize a bottom-up, value driven investment process to identify securities of good quality businesses trading below estimated intrinsic value. The funds target investment opportunities that will provide attractive returns over a long holding period. The funds maintain a high level of flexibility and may invest in equity and fixed income securities of domestic and international companies without market-cap limitations. | Finance |
Fund Administrative Services LLC
Fund Administrative Services LLC Investment ManagersFinance Provides investment advisory services | Finance |
Rocky Mountain Advisers LLC
Rocky Mountain Advisers LLC Investment ManagersFinance SRH Advisors seeks to invest in good businesses at attractive valuations for the long run. The firm employs a disciplined, bottom-up, value-driven investment process. They utilize two core investment principles: (1) superior long-term returns can only be generated as long as first priority is given to protecting one's principal investment; and (2) one must invest in businesses and not speculate in securities to have long-term investment success. | Finance |
Boulder Total Return Fund
 Boulder Total Return Fund Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust | Miscellaneous |
First Opportunity Fund, Inc.
First Opportunity Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust | Miscellaneous |
SRH Total Return Fund
 SRH Total Return Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Denali Fund
 Denali Fund Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust | Miscellaneous |
Mildred B. Horejsi Trust
 Mildred B. Horejsi Trust Investment Trusts/Mutual FundsMiscellaneous Provides investment management services | Miscellaneous |
Bethany College (Kansas)
 Bethany College (Kansas) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Kansas State University
 Kansas State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Marymount California University
 Marymount California University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
St. John's Military School
 St. John's Military School Other Consumer ServicesConsumer Services Provides educational services | Consumer Services |
Peak Trust Co. - Ak
Peak Trust Co. - Ak Investment Trusts/Mutual FundsMiscellaneous Provides trust services | Miscellaneous |
Financial Management Group LLC
Financial Management Group LLC Investment ManagersFinance Operates as a private investment banking, development and competitive energy markets advisory firm | Finance |
Elevation ETF Trust |
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