FQI Capital Management LLC

RIAState Registered

Total AUM

$14.3M

Discretionary

$14.3M

100% of AUM

Avg account

$122K

Accounts

117

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 298931
Website: www.fqillc.com
Custodians: INTERACTIVE BROKERS LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: HNWI75.39%
Individuals17.57%
Corporations / Businesses7.03%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

FQI Capital Management LLC is an independently owned registered investment adviser operating as a limited liability company. The firm provides discretionary portfolio management to individuals, families, small businesses and institutional clients. Its fee arrangements are flexible and include asset-based fees, fixed fees, and performance-based fees. FQI does not identify as an active ESG investor, does not operate as a multi-state adviser, and does not list pension consulting or related-adviser services on its profile.