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Q Capital Solutions

Updated today

Client assets under management

$212,495,310

Clients

225

37% high-net worth

Advisors

1

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

225

Very High

Average account size

$944,424

About

Q Capital Solutions serves individual investors, including high‑net‑worth clients, and provides discretionary portfolio management, financial planning, and pension consulting to plan sponsors. The firm’s advisory services focus primarily on equity securities and options and include tailored planning and ongoing portfolio oversight based on each client’s objectives and risk tolerance.

The firm generally manages accounts on a discretionary basis after an initial suitability assessment, and describes an investment process that uses charting, technical and fundamental analysis alongside long‑ and short‑term equity positions and options strategies. Its brochure discloses that it may use margin borrowing and options trading as part of separately managed accounts, and that frequent trading tied to options activity can be part of its implementation when suitable for the client.

Q Capital Solutions is atypical among similarly supported advisers in several respects: it reports approximately $222 million in assets under management with a single advisor, it explicitly discloses the potential use of borrowing and derivatives in client accounts and the related custody/access practices, and it identifies solicitor referral arrangements and that advisory personnel are licensed insurance agents who may earn commissions. The firm’s disclosures also note the use of testimonials in advertising, a practice that is uncommon among peers.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Options & derivatives strategies Active portfolio management

Fee options

Fixed

Fixed fee ranging from $1,500 to $5,000 for financial planning services

Percentage

$0+: up to 2.00% annually (flat percentage up to maximum, depending on client circumstances) N/A - N/A: up to 2.00% annually for pension consulting (negotiable, asset-based fee not to exceed 2.00%)

Commissions

Insurance commissions earned by persons who are licensed insurance agents affiliated with the firm, separate from advisory fees

Project-based

$150 per hour for financial planning services

Most active in

California · Florida · Kentucky · New Jersey · Pennsylvania

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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