QCA CAPITAL MANAGEMENT INC

RIASEC RegisteredEst. 2021
Total AUM
$252M
Discretionary
$252M
100% of AUM
Avg account
$1.9M
Accounts
131
Employees
8
Advisory reps
4

Firm details

Headquarters
Los Angeles, California
CRD number
112104
Registered since
December 13, 2021
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

FINTRX

Overview

QCA Capital Management Inc. is a corporation that registered with the SEC in 2021 and operates with both individual and domestic-entity ownership. The firm serves a mix of high-net-worth individuals, families and institutional clients, charging advisory fees based on a percentage of assets under management. Its public record classifies it as a broker‑dealer that provides portfolio management for individuals/small businesses as well as for businesses or institutional accounts. The adviser does not identify as an active ESG investor, is not a multi‑state adviser, and is not positioned as a pension consultant or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 89%, US Government Bonds 5%, Cash & Cash Equivalents 5%, Investment Grade Corp Bonds 3%, Derivatives 1%89%
  • 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

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth