AQI

Overview

AQI is an LLC that acts as a capital allocator and fee-based investment adviser. The firm is registered with the SEC as of 2026 and charges advisory fees as a percentage of assets under management. Its advisory work emphasizes portfolio management for businesses or institutions, plus the selection of third‑party managers and running educational seminars or workshops. AQI reports that it is not an active ESG investor and is not registered to operate across multiple states. AQI’s business model leans on outsourcing specialist management: the firm identifies and selects other advisers and external managers rather than concentrating solely on in‑house security selection. That approach aligns with the firm’s designation as a capital allocator and its stated industry affiliations, which include other investment advisers and accounting firms.

Assets & Accounts

Public Holdings

Investments & Alternatives