Q Capital Solutions

RIASEC RegisteredEst. 2021

Total AUM

$222M

Discretionary

$222M

100% of AUM

Avg account

$823K

Accounts

270

Employees

Advisory reps

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 registered investment adviser organized as a corporation and SEC-registered in 2021. Ownership is held by an individual, and the firm serves both individual & family clients and institutional clients. Its advisory menu centers on financial planning, portfolio management for individuals and small businesses, and pension consulting services. Compensation is flexible: the firm charges percentage-of-AUM fees alongside hourly and fixed-fee arrangements. The firm does not portray itself as an active ESG investor and is not structured as a capital allocator. It operates as a boutique RIA offering tailored advisory work rather than large-scale product manufacturing or proprietary fund management.