Qcfo, LLC
RIAState Registered
Total AUM
$20.6M
Discretionary
$20.6M
100% of AUM
Avg account
$1M
Accounts
20
Employees
2
Advisory reps
3
Firm details
- Headquarters
- ,
- CRD number
- 299114
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI97.09%
- Individuals2.91%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Qcfo, LLC is a small, fee-based advisory firm focused on portfolio management for individual and family clients and small businesses. The firm charges a percentage-of-AUM advisory fee and favors liquid, exchange-traded instruments as the backbone of client portfolios. Its strategy tilts toward equities as the primary allocation choice, while selectively using third‑party managers to access alternative exposures such as hedge funds and real estate. Qcfo, LLC does not position itself as an ESG-focused allocator and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities70%
- Investment Grade Corp Bonds20%
- Cash & Cash Equivalents10%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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