QVG, LLC

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Client assets under management

$91,807,831

Clients

52% high-net-worth

Advisors

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Low

Average account size

$1,192,309

About

QVG, LLC provides discretionary investment supervisory services to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, corporations, and trusts. The firm manages a range of strategies — equity, income, REIT, high‑yield fixed income, multi‑asset and a personalized special‑situations strategy — and generally charges fees based on a percentage of assets under management.

QVG applies an impersonal, model‑driven investment methodology that ranks securities (primarily from the Russell 3000) using proprietary quantitative factors and macro inputs such as interest‑rate trends and Federal Reserve policy. While the methodology is applied consistently across accounts, the firm also employs derivatives (including options), may shift allocations to cash or fixed income in volatile markets, and builds individualized portfolios for clients in its special‑situations strategy.

Distinctive aspects of the firm include the use of derivatives and complex fixed‑income instruments (e.g., CMOs, CDOs and high‑yield mortgage‑related investments) within separately managed strategies and operational practices that allow direct debiting of advisory fees, a condition that regulators treat as custody in certain circumstances. The firm has a disclosed regulatory matter: in December 2019 it entered a consent order with the Arkansas Securities Commissioner resolving unregistered advisory activity in that state, settled with an $8,000 payment.

Client services

Portfolio management

Expertise

Active portfolio management Real estate investing Options & derivatives strategies

Fee options

Percentage

$50,000 - $500,000: 2.00% of assets under management $500,000 - $3,000,000: 1.25% of assets under management $3,000,000+: 1.00% of assets under management

Other

Account minimum: $50,000

Main office location

QVG, LLC

Alma AR, United States

Number of offices

Most active in

Arkansas · Florida · Illinois · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

479-650-5448

Advisors at this firm

Brian S

Series 65

Alma, AR

QVG, LLC

Brian Sledz is a financial advisor at QVG, LLC in Alma, Arkansas, holding a Series 65 credential with 15 years of industry experience. He has been with QVG, LLC since 2010. QVG, LLC provides discretionary investment supervisory services to individuals, pension and profit-sharing plans, corporations, and trusts, utilizing a quantitative and rule-based investment process. The firm offers a range of portfolio management strategies, including equity dividend, income, REIT, multi-asset, and special situations approaches.

Active portfolio management Real estate investing Options & derivatives strategies

Bernie M

CFA®, Series 63, Series 65

Alma, AR

QVG, LLC

Bernie Manard is a CFA® charterholder with 27 years of industry experience, currently serving as an advisor at QVG, LLC. His prior roles include positions at Longboat Key Distributors, Inc. and Ridgeway & Conger, Inc., as well as running Achieve Financial Independence for 25 years, where he provided group health insurance to small companies. QVG, LLC offers discretionary investment supervisory services to individuals, pension and profit-sharing plans, corporations, and trusts, using a quantitative, rule-based investment process across equities, REITs, fixed income, and options strategies. The firm employs proprietary ranking systems and macroeconomic inputs to guide portfolio management and may adjust allocations to manage volatility.

Active portfolio management Real estate investing Options & derivatives strategies

David J

Series 65

Naperville, IL

QVG, LLC

David Jordan is a financial advisor at QVG, LLC with one year of industry experience. He holds a Series 65 designation and has been with QVG since 2024. Outside of his advisory role, he operates a YouTube channel. QVG, LLC provides discretionary investment supervisory services to individuals, pension and profit-sharing plans, corporations, and trusts. The firm employs a quantitative, rule-based investment process across various strategies, including equities, REITs, fixed income, and options-based approaches.

Active portfolio management Real estate investing Options & derivatives strategies

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