QVG, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$91,807,831
Clients
77
Advisors
3
across 3 offices
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
Expertise
Fee options
$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
Account minimum: $50,000
Main office
See officeAlma AR
Advisors at this office
1
Offices (3)
Most active in
Arkansas · Florida · Illinois · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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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
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.
Bernie M
CFA®, Series 63, Series 65
Alma, AR
QVG, LLC
Bernie Manard is a CFA® charterholder with 28 years of industry experience. He is a principal at QVG, LLC, where he has worked since 2014. His prior experience includes roles at Longboat Key Distributors, Inc. and Achieve Financial Independence, where he also serves as a principal providing group health insurance to small companies. QVG, LLC offers discretionary investment supervisory services to individuals, pension and profit-sharing plans, corporations, and trusts. The firm uses a model-driven investment approach that incorporates proprietary quantitative factors and macroeconomic inputs, managing a range of strategies including equity, income, REIT, and special-situations portfolios.
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 operated a YouTube channel since 2023. QVG, LLC provides discretionary investment supervisory services to individuals, pension and profit-sharing plans, corporations, and trusts. The firm employs a model-driven, quantitative investment approach primarily focused on Russell 3000 securities, incorporating derivatives and complex fixed-income instruments across various strategies.
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