O’Neil Capital Management is a private company and family office with investment interests in asset management, real estate, printing, digital media, brokerage, investment advisory, and information technology services. Its investments and businesses are managed through wholly owned subsidiaries.
W. Scott O'Neil
Chief Executive Officer
Steven L. Birch
Chief Investment Officer
Chief Financial Officer
General Counsel & Chief Compliance Officer
O’Neil Global Advisors, a subsidiary of O’Neil Capital Management, is an investment advisor that develops systematic equity trading strategies using quantitative modeling and algorithms. O’Neil Global Advisors’ data scientists and engineers utilize a data lake containing more than 100 years of stock market information to build proprietary strategies that employ market timing models to identify stocks poised to generate alpha. O’Neil Global Advisors manages the O’Neil Chameleon strategy in the United States, which implements investing decisions based on these market timing strategies and also works with partner companies in India and China to develop strategies that can be tailored to local equity markets.
William O’Neil + Company is a wholly owned subsidiary of O’Neil Capital Management. As an independent advisory firm, William O’Neil + Company provides U.S. and international equity research recommendations to many of the world’s top institutional fund managers. William O’Neil + Company’s recommendations draw on a rich history of more than 50 years of equity research experience using the O’Neil Methodology, a unique combination of technical and fundamental analysis proven over the past half-century to identify outperformers in the stock market. The quantitative team at O’Neil Capital Management works closely with the research and development teams at William O’Neil + Company conceptualizing, modeling, and integrating unique quantitative research discoveries into William O’Neil + Company’s historic database and PANARAY® research platform. William O’Neil + Company is regulated by the Securities and Exchange Commission, The Financial Conduct Authority, and the State of California.
William O’Neil Securities is a wholly owned subsidiary of O’Neil Capital Management. Founded in 1963, O’Neil Securities is a Broker/Dealer providing trading services to institutional clients, including pension funds, mutual funds, hedge funds, insurance companies, and corporations. The firm’s mission is to assist its clients in maximizing their performance through its trading expertise and providing the anonymity its clients expect. The firm’s trading desk offers expertise on domestically traded companies on the NYSE and NASDAQ exchanges. O’Neil Capital Management provides educational training and support in the application of the O’Neil investing methodology to all sales traders at William O’Neil Securities. The quantitative team at O’Neil Capital Management works closely with William O’Neil Securities on the application of trading signals and algorithms that assist traders with achieving best execution for their clients. William O’Neil Securities, Inc. is regulated by the Securities and Exchange Commission and the Financial Industry Regulatory Authority.
O’Neil Ventures LLC makes investments in promising new and developing businesses seeking alternative sources of capital funding. O’Neil Ventures will, in the right circumstances, provide startup financing, expansion financing, or a combination of both. O’Neil Ventures is a source of private equity and is not registered with or regulated by the Securities and Exchange Commission or the Financial Industry Regulatory Authority.
William O’Neil India Private Limited is a jointly owned subsidiary of William O’Neil + Company and O’Neil Capital Management. As a Registered Investment Adviser regulated by the Securities and Exchange Board of India, WON-India collects and analyzes corporate financial data on over 70,000 global equities. Global equity analysts provide research recommendations to a worldwide client base. WON-India also provides investment tools and education to the Indian retail investor via the MarketSmith India investment app. O’Neil Capital Management works closely with the WON-India quantitative team in applying and localizing research methods to the Indian stock market. WON India has a large Information Technology team engaged in new product development and continuous support of William O’Neil’s flagship research tool PANARAY®.
William O’Neil Shanghai Private Limited is a Research and Information Technology company that develops investment research terminals and mobile apps for the Chinese equity investor. WON-Shanghai also provides investment tools and education to the Chinese retail investor via the MarketSmith China investment app. O’Neil Capital Management works closely with the WON-Shanghai quantitative team in applying and localizing research methods to the Shanghai/Shenzhen stock markets. WON-Shanghai has a large information technology team engaged in new product development and continuous Chinese language support of William O’Neil’s flagship research tool PANARAY®.
Investor’s Business Daily®, a financial news publication available in print and digitally at investors.com, provides detailed analysis of U.S. stocks based on the CAN SLIM® Investing System developed by its founder William J. O’Neil. It also provides detailed information on mutual funds, ETFs, commodities, and other financial instruments of interest to the individual investor. IBD delivers relevant and timely market updates along with stock lists, charts, and investing education to help the general public via the MarketSmith® desktop terminal and mobile app. O’Neil Capital Management provides quantitative studies and backtesting of model portfolios and indices under development by IBD. Investor’s Business Daily is a wholly owned subsidiary of O’Neil Capital Management.
O’Neil Digital Solutions is a wholly owned subsidiary of O’Neil Capital Management. Founded in 1973, ODS is a leading IT consulting firm specializing in the optimization of complex end-to-end business process systems for the Financial Services, Digital Media, Healthcare, and Transportation industries. O’Neil Digital Solutions provides high-touch bespoke software engineering, systems integration, and infrastructure management services to clients of all sizes and industries. From large scale mass communication projects to highly secure and confidential data analytics using Big Data frameworks like Hadoop and AWS Redshift, ODS has a broad set of proven technical capabilities that help companies make complex digital transformations. O’Neil Capital Management provides equipment funding, cross-training, and prototyping of Big Data analytics systems to the ODS research & development teams.