QVG, LLC

Overview

Qvg, LLC is a small, fee-based registered investment adviser focused on discretionary portfolio management for individuals, families and small businesses. The firm leans into liquid public markets—particularly exchange-traded equities—while supplementing equity and fixed-income allocations with private-market credit and real estate exposures. Its business model is percentage-of-AUM fees and the advisory mandate is primarily discretionary, which supports consolidated portfolio management and tactical rebalancing across client accounts. Investment activity shows a mix of long-term core exposures and access to less liquid sources of yield. The firm is not positioned as an ESG-focused manager and appears to allocate capital both to individual equity holdings/SMA structures and to pooled exchange-traded products for broad market exposure and implementation efficiency. Custody and platform choice suggests the capability to service buy-and-hold clients as well as more actively traded accounts.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices