Brian Sledz
Advisor at QVG, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Brian Sledz is a financial advisor at QVG, LLC in Alma, Arkansas, holding a Series 65 credential with 15 years of industry experience. He has been with QVG, LLC since 2010. QVG, LLC provides discretionary investment supervisory services to individuals, pension and profit-sharing plans, corporations, and trusts, utilizing a quantitative and rule-based investment process. The firm offers a range of portfolio management strategies, including equity dividend, income, REIT, multi-asset, and special situations approaches.
Expertise
Based on QVG, LLC
Active portfolio management
Concentrated stock management
Real estate investing
Options & derivatives strategies
Fee options
$50,000 - $500,000: 2.00% of assets under management $500,000 - $3,000,000: 1.25% of assets under management $3,000,000+: 1.00% of assets under management
Account minimum: $50,000
Location
Alma, AR
Most active in
Brian S has reported serving >5 clients in these states in the last 12 months.
Arkansas · Florida · Illinois · Texas
Work history
QVG, LLC
2010 - Present (16 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
David C
Series 63
Fort Smith, AR
October Wealth Advisors, Inc
Bernie M
CFA®, Series 63, Series 65
Alma, AR
QVG, LLC
Jon Erik G
Series 65
Fort Smith, AR
October Wealth Advisors, Inc
Sebastian J
Series 65
Fort Smith, AR
Digital Wealth Partners
Eric E
Series 66
Ft Smith, AR
Arvest Wealth management
Edgar P
Series 66
Ft Smith, AR
Arvest Wealth management
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