BQS Financial Advisors, LLC

Overview

BQS Financial Advisors, LLC is an individual-owned LLC that registered with the SEC in 2025. The firm advises both individual/family and institutional clients and positions itself around discretionary portfolio management and consulting: it lists portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting among its advisory activities. Compensation is delivered through a mix of percentage-of-AUM fees and fixed fees. The firm does not identify as an active ESG investor and is not described as a multi-state adviser.

Assets & Accounts

Investments & Alternatives