QCA Capital Management Inc

RIASEC Registered

Total AUM

$313M

Discretionary

$301M

96% of AUM

Avg account

$2.3M

Accounts

137

Employees

8

Advisory reps

4

Firm details

Headquarters: Los Angeles, California
CRD number: 112104
Registered since: December 13, 2021
Website: www.quincycass.com
Custodians: NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM
Client types: HNWI74.62%
Individuals18.51%
Pension & Profit Sharing Plans3.81%
Corporations / Businesses2.51%
Charitable Organizations0.55%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

QCA Capital Management Inc. is a corporation that provides advisory services to both individual/family clients and institutional clients. The firm is registered with the SEC (registered in 2021) and operates as a broker-dealer in addition to offering portfolio management for individuals, small businesses, and institutional entities. Its fee model is percentage of AUM. The firm does not identify as an active ESG investor and is not described as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities89%
US Government Bonds5%
Cash & Cash Equivalents5%
Investment Grade Corp Bonds3%
Derivatives1%

Owners & executives

3 of 3

Mark Minichiello
Chief Executive OfficerCRD 1863304
Daniel Guay
Chief Financial OfficerCRD 4015808
Deanna Adams
Chief Investment OfficerCRD 7475707

Contacts

1 of 1

Jens Spitta
Senior Wealth AdvisorCRD 432314

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Los Angeles, CA

Los Angeles

Location

Los Angeles, CA

Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area: Los Angeles-Long Beach, CA
Region: West
County: Los Angeles
Address: 11111 Santa Monica Blvd
Time zone: PT (UTC-8)
Office locations

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