our purpose

Stockworm Capital Management, LLC (SCM)is an Investment Advisor registered in and regulated by Alabama. SCM was started because the status quo for portfolio management is inadequate.  Traditional portfolio managers often buy or sell based upon a ’gut feel’ for where stocks might move or, even worse, based upon a vested interest in the sales of stocks through commissions.  SCM's 'sister' company, Stockworm, Inc., successfully designed a computerized portfolio management system which replaces emotional investing with scientific rigor.  With the Stockworm system, strategies can be designed based upon individual client needs and tested using an extensive historical stock database to assure that the performance is in line with the design. Much of the Stockworm technology is based upon the same analysis techniques which are used in genetics and other scientific fields

history of stockworm

Eventually we started analyzing more than 8000 stocks at a time and investing based on the results of these picks. Stockworm gave us a measurable advantage in our investment choices and we were impressed with the boost that it gave our portfolios. We started running into so many friends and associates who were begging to use Stockworm that we finally organized a company to make the tool available on the web. The Stockworm website was thus launched in 1999.

The version of Stockworm that you see today is much refined and improved over the initial software that we developed years ago. We have accurate, reliable financial data through Hemscott Inc. and Zacks Investment Research. The data is crunched through valuation formulas, ranked appropriately and placed in our databases. The stock screens and individual stock analysis modules use all of the core Stockworm technologies to deliver value added content through ranking, valuation, screening, fully customizable charts and sophisticated portfolio tracking. We are committed to continually improving the site with the latest technology.

In mid-2006, the Stockworm toolset was privatized and is currently only accessed by SCM for portfolio management or by clients of SCM for the same purpose.

management team

John M. Siegel, Jr., Ph.D., Managing Member - John has always been curious about solutions to complex problems, and he typically uses computers as a tool for finding the answers. Prior to Stockworm, John worked extensively on the application of computer technology to bioengineering. He has worked on the analysis of genetic sequences and on computer simulation of flow-related diseases in the human body including diseased heart valves, clogged arteries, and kidney dialysis. John started Stockworm when he saw that the status quo for portfolio management was inadequate.  John designed the Stockworm system to replace emotional investing with scientific rigor by employing many of the same analysis techniques which are used in genetics and other scientific fields.

John has multiple academic publications and honors as well as 4 patents/patents pending. John obtained his Masters and Ph.D. degrees from Georgia Tech in 1991 and 1994, respectively.

Fyodor N. Golos (Fedot), IT Director - Fedot is a Russian native who came to the U.S. in 1994 to study computer science. He has been in the field of software design and development for over ten years. Cutting edge technology and the latest and greatest computer tools have always been his primary focus of interest. He has worked in various industries from genetics to financial analysis. Over the years he has gained significant experience in multiple programming languages, Internet technologies, and database management. Fedot's past interests include electronics and computer hardware design. He obtained his Masters in Computer Engineering from the University of Alabama in Huntsville in 1998.