Q Capital Solutions

RIASEC Registered
Total AUM
$222M
Discretionary
$222M
100% of AUM
Avg account
$823K
Accounts
270
Employees
2
Advisory reps
1

Firm details

Headquarters
,
CRD number
297541
Registered since
April 9, 2021
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI76.81%
  • Individuals18.79%
  • Pension & Profit Sharing Plans4.4%
Services
Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Q Capital Solutions is an independent, privately owned registered investment adviser that registered with the SEC in 2021. The firm advises both individual & family clients and institutional accounts, offering financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its fee arrangements include asset-based charges as well as hourly and fixed-fee engagements. Q Capital Solutions does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 80%, Public Funds/Mutual Funds 12%, Cash & Cash Equivalents 5%, Derivatives 3%80%
  • Exchange Traded Equities80%
  • Public Funds/Mutual Funds12%
  • Cash & Cash Equivalents5%
  • Derivatives3%

Contacts

1 of 1
  • Robert Quinlan

    Robert Quinlan

    Managing DirectorCRD 4182804

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 7

Active vs passive

$36.3M in ETFs

Passive

82%

$29.8M

Active

18%

$6.6M

ETFProviderStyleCategoryValueShares% of portfolio
INVESCO QQQ TRUST SERIES 1 (QQQ)InvescoPassiveLarge Growth$10.4M14,01228.53%
Unlock additional holdings →

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth