Qcfo, LLC
RIAState Registered
Total AUM
$20.6M
Discretionary
$20.6M
100% of AUM
Avg account
$1M
Accounts
20
Employees
2
Advisory reps
3
Firm details
- Headquarters
- ,
- CRD number
- 299114
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI97.09%
- Individuals2.91%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Qcfo, LLC is an independent, Ohio-registered limited liability company that provides fee-based portfolio management to individuals and small businesses. The firm is owned by an individual and operates on an asset-under-management fee model. Its advisory work centers on managing discretionary portfolios rather than acting as a dedicated capital allocator or pension consultant. Qcfo does not position itself as an ESG-driven manager and reports an affiliation with a law firm.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities70%
- Investment Grade Corp Bonds20%
- Cash & Cash Equivalents10%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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