A complete list of active advisors currently associated with Q Capital Solutions

Warmer can help you find a great advisor at Q Capital Solutions or one who fits your needs even better.

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.

To learn more about the advisors currently working at Q Capital Solutions, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.