Qcfo, LLC

Overview

Qcfo, LLC is a small, fee-based advisory firm focused on portfolio management for individual and family clients and small businesses. The firm charges a percentage-of-AUM advisory fee and favors liquid, exchange-traded instruments as the backbone of client portfolios. Its strategy tilts toward equities as the primary allocation choice, while selectively using third‑party managers to access alternative exposures such as hedge funds and real estate. Qcfo, LLC does not position itself as an ESG-focused allocator and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices