QEX Asset Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$8,500,000
Total clients
18
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
18
Average account size
$472,222
About
QEX is a single‑advisor investment adviser that manages separately managed accounts for institutional investors and high‑net‑worth individuals. The firm also provides financial planning services, including asset allocation, tax planning and insurance‑related advice, and explicitly references work with charitable organizations, trusts and corporate entities.
The firm runs two systematic, model‑driven strategies: a VAMA high‑yield fixed‑income program and a FRESH equity momentum program, trading across bonds, mutual funds, ETFs and derivatives. QEX relies on technical, quantitative and momentum analysis and on consultant‑provided signal models, and it discloses that accounts may be actively managed with high turnover and frequent rebalancing (often daily).
What is distinctive for a firm of this size is the combination of an institutional service focus and active trading in high‑yield and municipal bond market segments alongside a high‑turnover equity momentum strategy. The brochure also notes use of third‑party strategy inputs and a platform arrangement with a major custodian, and that the firm does not generally tailor its standard investment programs to individual accounts.
Client services
Portfolio management
Expertise
Active portfolio management
Tax-loss harvesting
Fee options
$0+: Starts at 1% for actively managed fixed income strategies, declining with account size $0+: Starts at 2% for actively managed equity strategies, declining with account size
Account minimum: $100,000
Main office location
QEX Asset Management LLC
Bayville NJ, United States
Number of offices
1
Most active in
QEX Asset Management LLC has reported serving >5 clients in these states in the last 12 months.
New Jersey · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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.
Forms ADV
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