Highland Village, TX Office

Team
Updated today

FQI Capital Management LLC

Supported

Firm-wide stats for FQI Capital Management LLC

Total advisors

3

Across 2 offices

Clients per advisor

25 Low

Avg AUM per client

$175,135 Very Low

HNW client ratio

45% High

About

FQI Capital Management serves individual investors (including high‑net‑worth clients), pension and profit‑sharing plans, and corporate clients. The firm provides discretionary portfolio management, model‑portfolio implementation, and advisory consulting that includes real‑time portfolio review and recommendations to hedge exposure and create income streams using options.

The firm’s investment process blends quantitatively driven models and systematic technical timing with top‑down fundamental sector selection, using technical overlays to time entries and exits. Strategies described in the brochure can include short‑ and long‑term trading, option writing and other derivatives to manage risk and pursue income, and these instruments may be used in separately managed accounts.

Distinctive features include the firm’s use of performance‑based fees for qualified clients — a practice that is uncommon among firms of its peer group — and its explicit use of derivatives within managed accounts, which is also atypical for firms of this size. The brochure discloses a prior state regulatory order related to an advisor’s use of higher‑risk strategies that was settled and the advisor departed, and the firm notes it offers consulting and market coverage outside normal business hours.

Based on FQI Capital Management LLC

Expertise

Options & derivatives strategies Active portfolio management Real estate investing

Based on FQI Capital Management LLC

Location

Highland Village TX

Advisors at this office

2

Advisors at this office

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Gerald D

Series 63, Series 65

Highland Village, TX

FQI Capital Management LLC

Gerald Diduck is a financial advisor at FQI Capital Management LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at McElhenny Sheffield Capital Management, LLC, and Wealth Enhancement Advisory Services. Outside of finance, he is owner of a logistics brokerage and serves as a director and board member for charitable organizations associated with the Dallas Stars. FQI Capital Management serves individual, pension, and corporate clients by providing discretionary portfolio management, model-portfolio implementation, and advisory consulting. The firm uses a combination of quantitative models, technical timing, and fundamental sector selection, incorporating derivatives strategies such as option writing to manage risk and pursue income.

Options & derivatives strategies Active portfolio management Real estate investing
user avatar

Derek A

Series 63, Series 65

Highland Village, TX

FQI Capital Management LLC

Derek Atkinson is a financial advisor with FQI Capital Management LLC, holding Series 63 and Series 65 designations and bringing 16 years of industry experience. He has worked at FQI Capital Management since 2018 and previously at DSA LLC and First Financial Equity Corporation. FQI Capital Management serves individual investors, including high-net-worth clients, as well as pension, profit-sharing, and corporate clients. The firm employs a blend of quantitative models, systematic technical timing, and fundamental sector selection, using derivatives and option strategies within discretionary portfolio management and advisory consulting.

Options & derivatives strategies Active portfolio management Real estate investing
View complete list of advisors at this office
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