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 operating as a corporation and established with SEC registration in 2021. The firm is owner-operated and serves both individual/family and institutional clients. Its advisory services center on financial planning, portfolio management for individuals and small businesses, and pension consulting. Pricing is flexible and may include asset-based fees, hourly billing, and fixed-fee arrangements. Q Capital does not identify as an active ESG investor and is not structured as a capital allocator.