QRIA, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$5,000,000
Clients
14
Advisors
2
across 2 offices
About
QRIA, Inc. provides investment advisory and ongoing portfolio management services primarily to individual clients, including high‑net‑worth individuals. The firm prepares an investment policy statement for each client and offers both discretionary and non‑discretionary management on a household or individual account basis.
The firm’s approach combines multiple analytical methods — charting, fundamental and technical analysis, cyclical analysis, and modern portfolio theory — and it may implement strategies that include long‑ and short‑term trading, options, margin transactions, and short sales. QRIA documents client risk tolerance and tailors allocations for tax and financial circumstances, and it may utilize sub‑advisers and third‑party managed platforms (including directing clients to a named sub‑adviser) to implement portfolios.
QRIA differs from many peers in several ways disclosed in its brochure: several representatives are licensed through an affiliated insurance entity and may sell commissionable insurance products, the firm operates under a single principal/Chief Compliance Officer model while drawing on outside managers, and the principal is involved in other financial services (serving as a qualified intermediary for 1031 exchanges and administering promissory notes). The firm also accepts soft‑dollar research and documents potential conflicts of interest when recommending commissionable products or third‑party managers.
Client services
Expertise
Fee options
1% flat fee to all accounts, non-negotiable, charged quarterly in arrears
Account minimum: $50,000 (household minimum investable assets, waivable at firm's discretion)
Main office
See officeColorado Springs CO
Advisors at this office
1
Most active in
Arizona · California · Colorado · Texas
Also doing business as
Christian Ramsey · Qria, Inc.
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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
Advisors at this firm
Brent B
Series 66
Dacula, GA
QRIA, Inc.
Brent Burgesser is a financial advisor at QRIA, Inc. with 26 years of industry experience and holds the Series 66 designation. His prior work includes roles at Brookwood Investment Group LLC, Belpointe Asset Management, International Assets Advisory, LPL Financial, Wells Fargo Clearing, Merrill, and Morgan Stanley DW Inc. He is also involved in insurance sales through Brookwood Insurance Group. QRIA, Inc. provides investment advisory and portfolio management services primarily to individual and high-net-worth clients. The firm employs a multi-method analytical approach and offers both discretionary and non-discretionary management, tailoring portfolios based on client risk tolerance, tax, and financial circumstances.
Christian R
Series 63, Series 65
Colorado Springs, CO
QRIA, Inc.
Christian Ramsey is a financial advisor with QRIA, Inc. in Colorado Springs, CO, holding Series 63 and Series 65 licenses and over 22 years of industry experience. His prior roles include positions at GWN Securities, Inc., Advisor Resources LLC, and QA3 Financial LLC. In addition to his advisory work, Ramsey is an author of books and articles, a president of a 1031 exchange qualified intermediary firm, and manages an entity specializing in promissory note administration. QRIA, Inc. provides investment advisory and portfolio management services primarily to individual and high-net-worth clients, employing a multifaceted approach that includes fundamental and technical analysis, cyclical analysis, and modern portfolio theory. The firm offers both discretionary and non-discretionary management, tailoring strategies to client risk tolerance and financial circumstances, and utilizes sub-advisers and third-party platforms as part of its service model.
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