Qcfo, Llc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides investment and wealth management primarily to individuals, high‑net‑worth investors, family trusts, charitable foundations, and qualified plans. Services include discretionary portfolio management plus coordinated tax management and advanced wealth‑transfer planning intended to create a multi‑family office style experience on a boutique scale.
Its investment approach emphasizes a scientific, engineered portfolio construction that prioritizes global diversification and risk control over market timing, and it may incorporate alternative investments and structured instruments in appropriate circumstances. Accounts are managed on a discretionary basis with regular (quarterly) reviews and rebalancing, and the firm operates with a small client base and roughly $20 million in assets under management.
A distinctive feature is an affiliation with an independent law practice: the law firm’s clients are made aware of the firm’s services and the related legal practice may receive compensation for certain legal or compliance work, a relationship the firm discloses and monitors through its compliance program. The firm also notes that, in limited instances, it may serve as trustee or personal representative for clients and maintains policies (including use of independent custodians and conflict‑review procedures) to address those situations.
Client services
Expertise
Fee options
1% annually on portfolio market value excluding Structured Notes
Account minimum: $1,000,000 Fee-only: Fee-only basis; no commissions or other compensation arrangements.
Main office
Cincinnati OH
Advisors at this office
1
Most active in
Ohio
Also doing business as
Hoplon Capital Management · Qcfo, LLC · Queen City Wealth Management
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:
Lawyer
They provide legal services, typically billed separately.
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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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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