Qria, Inc.

Overview

Qria, Inc. is a small, equity-focused advisory firm serving individuals and families. The firm operates as a capital allocator that manages portfolios directly and selects third-party advisers when appropriate. Its advisory work centers on portfolio management for individuals and small businesses, with a fee model charged as a percentage of assets under management. Qria shows a clear preference for publicly traded equities as the primary building block of client portfolios and does not identify as an active ESG investor. The firm’s business activity includes both direct portfolio management and the selection of other advisers, which suggests a mix of separately managed accounts and use of external fund managers or subadvisors where specialization is needed. Qria is affiliated with an insurance company for industry purposes, and its ownership is listed as individual-owned rather than institutional.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices