QCA Capital Management Inc
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
- HNWI76.35%
- Individuals22.96%
- Charitable Organizations0.68%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
QCA Capital Management Inc. is a corporation that registered with the SEC in 2021 and operates as both an advisory firm and a broker-dealer. The firm serves individual and family clients as well as institutional clients, charging advisory fees based on a percentage of assets under management. Its advisory scope includes portfolio management for individuals and small businesses, plus portfolio management for businesses or institutions. QCA reports that it does not act as a separate capital allocator, is not an active ESG investor, and is not a multistate adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities89%
- US Government Bonds5%
- Cash & Cash Equivalents5%
- Investment Grade Corp Bonds3%
- Derivatives1%
Owners & executives
3 of 3
Deanna Adams
Chief Investment OfficerCRD 7475707
Daniel Guay
Chief Financial OfficerCRD 4015808
Mark Minichiello
Chief Executive OfficerCRD 1863304
Contacts
1 of 1
Jens Spitta
Senior Wealth AdvisorCRD 432314
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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