QRG Capital Management, Inc.
Firm details
- Headquarters
- Berwyn, Pennsylvania
- CRD number
- 305277
- Registered since
- February 18, 2020
- Website
- www.envestnet.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC, PERSHING LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals54.86%
- HNWI37.07%
- Corporations / Businesses6.54%
- Charitable Organizations1.43%
- Other0.09%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
QRG Capital Management, Inc. is a corporation registered with the SEC in 2020 that operates as a non-independent retail registered investment adviser. The firm charges clients on a percentage-of-AUM basis and provides portfolio management services for individuals, small businesses, and institutional entities. Its client base includes both individual/family accounts and institutional relationships. QRG identifies as an active ESG investor and lists a range of industry roles and affiliations, including broker-dealer relationships, other adviser and commodity professional roles, insurance company activity, and participation as sponsor or manager of pooled investment vehicles.
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 Equities83%
- State & Local Bonds8%
- Investment Grade Corp Bonds5%
- US Government Bonds2%
- Cash & Cash Equivalents1%
Owners & executives
3 of 5Christopher Todd
Chief Executive OfficerCRD 2275948
Brandon Thomas
CIOCRD 2071577
Shelly O'brien
Chief Legal OfficerCRD 4520223
Contacts
3 of 3
Kathryn Evans
Senior Vice PresidentCRD 2788543
Janis Zvingelis
SVPCRD 5158206
David Hein
Principal & DirectorCRD 3223202
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 210Active vs passive
$536M in ETFs
93%
$496M
4%
$39.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD LARGE-CAP INDEX FUND (VV) | Vanguard | Passive | Large Blend | $65.2M | 189,661 | 12.18% |
Location
Berwyn, PA
Chester
Location
Berwyn, PA
Headquartered in Berwyn, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Chester
- Address
- 1000 Chesterbrook Blvd
- Time zone
- ET (UTC-5)
- Office locations
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