AQI
Firm details
- Headquarters
- Lone Tree, Colorado
- CRD number
- 339159
- Registered since
- February 5, 2026
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Other Investment Advisers100%
- Services
- Portfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
AQI is an SEC-registered limited liability company that acts as a capital allocator and adviser. The firm bills itself primarily on a percentage-of-AUM fee model and focuses its advisory activities on portfolio management for businesses or institutions, selecting other advisers, and running educational seminars or workshops. AQI is not flagged as an active ESG investor and is not registered as a multi-state adviser. The firm’s structure is a domestic entity with individual ownership. Its business model emphasizes manager selection and external allocations, rather than serving a retail mass-affluent base directly.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities71%
- Public Funds/Mutual Funds26%
- Cash & Cash Equivalents2%
- Investment Grade Corp Bonds1%
Contacts
3 of 6Jeffrey Wray
Senior AnalystCRD 6645528

Boman Stacey
Senior Wealth AdvisorCRD 7434268

Austin Chambers
VP, Business DevelopmentCRD 7855346
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Lone Tree, CO
Douglas
Location
Lone Tree, CO
Headquartered in Lone Tree, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- Douglas
- Address
- 10465 Park Meadows Dr
- Time zone
- MT (UTC-7)
- Office locations
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