CQL CAPITAL MANAGEMENT

RIASEC RegisteredEst. 2023
Total AUM
$27.4M
Discretionary
$27.4M
100% of AUM
Avg account
$5.5M
Accounts
5
Employees
4
Advisory reps
2

Firm details

Headquarters
CHESTERFIELD, Missouri
CRD number
319557
Registered since
February 7, 2023
Fee structure
Percentage of AUM
Client types
  • Insurance Companies81.8%
  • State / Municipal Government18.2%
Services
Portfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

CQL Capital Management is an SEC-registered limited liability company that lists an individual owner and began registration in 2023. The firm’s advisory footprint centers on portfolio management for businesses and institutions and provides pension consulting services. It charges clients on a percentage-of-assets-under-management basis, identifies as a related adviser in filings, and does not position itself as an active ESG investor or a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 99%, Cash & Cash Equivalents 1%99%
  • Exchange Traded Equities99%
  • Cash & Cash Equivalents1%

Owners & executives

1 of 1
  • BRYAN LOPEZ

    Chief Compliance OfficerCRD 6333826

Contacts

1 of 1
  • JOHN RUSSON

    Principal and Portfolio ManagerCRD 2457873

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

CHESTERFIELD, MO

SAINT LOUIS

Location

CHESTERFIELD, MO

Headquartered in CHESTERFIELD, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.

Metro area
St. Louis-St. Charles-Farmington, MO-IL
Region
Midwest
County
SAINT LOUIS
Address
390 S Woods Mill Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth