QTR Capital Management LLC
RIASEC Registered
Total AUM
$450K
Discretionary
$450K
100% of AUM
Avg account
$64.3K
Accounts
7
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 309906
- Website
- qtrcapital.com
- Custodians
- TRADIER BROKERAGE, INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI77.78%
- Individuals22.22%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
QTR Capital Management LLC is an independent, individual-owned RIA organized as an LLC that focuses on portfolio management for individuals and small businesses. The firm charges either a percentage of assets under management or fixed fees for advisory services. It does not describe itself as an active ESG investor, is not registered as a multi-state adviser, and does not act as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
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 Equities70%
- Cash & Cash Equivalents30%
Owners & executives
1 of 1
Brad Reinard
CEO and Chief Investment OfficerCRD 7072468
Wealth 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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