A complete list of active advisors currently associated with QTR Capital Management LLC
Warmer can help you find a great advisor at QTR Capital Management LLC or one who fits your needs even better.
QTR Capital Management, LLC is a state‑registered independent investment adviser that provides discretionary portfolio management primarily for high‑net‑worth individuals through separately managed accounts. The firm offers single‑strategy portfolios including large‑cap and small/mid‑cap equity approaches, sector rotation, contrarian opportunities, a global tactical ETF strategy, an options‑based non‑directional income strategy, and a dividend‑focused strategy that uses leverage and hedging. QTR Capital employs a research‑intensive process that blends technical, fundamental and quantitative analysis and implements both long and long/short positions, long puts, index credit spreads and ETF exposures as appropriate to each strategy. Investment decisions are made on a discretionary basis within client guidelines, trading is executed via an integrated trading platform, and the firm aggregates orders and may obtain research or brokerage services consistent with applicable rules. Noteworthy for its scale—one adviser serving seven clients with roughly $450,000 in assets under management—the firm nonetheless offers sophisticated option, margin and leveraged dividend strategies and may enter into performance‑based fee arrangements for qualified clients, features more common at larger or hedge‑style managers. The brochure discloses the principal’s involvement in a retail options publication and teaching activities, a potential source of overlapping trade ideas the firm says it manages through written policies and a code of ethics, and the firm does not vote proxies on client securities.
To learn more about the advisors currently working at QTR Capital Management LLC, 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.
Name |
Location |
Years of experience |
|---|---|---|
Oceanside, CA
| 6
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)