QUEEN CITY CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2012

Total AUM

$114M

Discretionary

$114M

100% of AUM

Avg account

$463K

Accounts

247

Employees

Advisory reps

Firm details

Headquarters: CINCINNATI, Ohio
CRD number: 162785
Registered since: July 23, 2012
Website: www.queencitycapitalmanagement.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI56.73%
Individuals43.27%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of Periodicals

Firm profile

FINTRX

Overview

Queen City Capital Management, LLC is an independent registered investment adviser that acts as a capital allocator for individual and family clients. Registered with the SEC in 2012 and organized as a limited liability company under individual ownership, the firm combines financial planning and discretionary portfolio management with adviser selection and periodic publications. Its client set is focused on individuals and families, and the firm charges a mix of percentage-of-AUM and fixed fees. Investment activity centers on managed public-fund exposure delivered through separate managed accounts and mutual funds, but Queen City Capital Management also sources third-party managers for non‑core exposures. The firm identifies as an active ESG investor and includes pension consulting and portfolio services for small business and institutional clients among its offerings. Because it lists the selection of other advisers as a service, allocations to external specialists are an explicit part of the firm’s model rather than relying solely on in‑house strategies.