JQR Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$4,196,676
Total clients
29
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
29
Average account size
$144,713
About
JQR Capital Management is an independent, state-registered advisory firm that primarily serves individual investors and also works with employer plan sponsors and other institutional clients. The firm offers discretionary investment management, project-based financial planning, and employee benefit plan consulting.
Portfolios are built from a client-specific investment policy statement established through personal discussions about goals, risk tolerance, and tax considerations, and are monitored on an ongoing basis. The firm applies Modern Portfolio Theory with a primarily passive asset-allocation approach and supplements that with an active, fundamental-research overlay that typically holds 10–50 individual equities alongside 1–10 bond ETFs, with selections reviewed quarterly.
Noteworthy aspects include its small scale—about $4.2 million in discretionary assets and 29 clients managed by a single advisor—which supports highly personalized relationships and centralized supervision. The firm also provides educational seminars and speaking engagements (ranging from pro bono to paid events) and expressly facilitates referrals to accountants and tax professionals as part of its planning and tax-advice process.
Client services
Expertise
Fee options
Project Based Financial Planning Fixed Fee: $1,000 to $3,500 depending on family size and engagement length; digital prices at 50% discount
$0 - $10: 2.25% $10 - $100: 2.00% $100 - $1,000: 1.75% $1,000 - $10,000: 1.50% $10,000 - $100,000: 1.25% $100,000 - $1,000,000: 1.00% $1,000,000 - $10,000,000: 0.75% $10,000,000 - $100,000,000: 0.50% $100,000,000 - $1,000,000,000: 0.25%
Financial Planning Hourly Fee: $250 per hour
Fee-only: Financial Planning Hourly Fee: $250 per hour
Main office location
JQR Capital Management, LLC
West Hartford CT, United States
Number of offices
1
Most active in
Connecticut
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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.
Forms ADV
Quick links
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