$226.4M Total AUM
$226.4M Disc. AUM
-- 3Y CAGR
7 Employees
29 ADV. Clients
1 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- Alpha oakEagle
- Established Date
- 06-13-2025
- Office Locations
- 1
Office Locations
575 Fifth Avenue 14th Floor NEW York NY
About BQS Financial Advisors, LLC
BQS Financial Advisors, LLC is a NEW York-based RIA. The firm has been operating for 1 years. Managing $226.4M in total assets under management, with 5 advisory representatives. Services offered include 529 Plans, Asset Management, College Planning.
Team overview
47 AVG AGE
$45.3M AVG AUM / ADVISOR
$7.8M AVG AUM / CLIENT
0.8 yrs AVG TENURE
7 Employees
5 Advisory Reps
5 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Bridge summit North Value foundation Capital Bridge beacon
Custodian
Horizon Vertex Eagle zenith
Investment Themes
Pioneer Radial Element Eagle radial
Investment Vehicles
Prime
Services
Pathway horizon Horizon value Zenith legacy Peak Bridge Optima Capital legacy
Technology
Oak ember Vital value
Owner & Executives
C
CHRISTOPHER WILLIAM CONWAY
Managing Partner
- CRD
- #4662645
- Ownership
- 25% but less than 50%
(693) 954-4422
unison.peak@horizoncapital.com
in linkedin.com/in/crest-eagle
TODD RYAN DIXON
Managing Partner
- CRD
- #5063823
- Ownership
- 25% but less than 50%
(966) 906-5760
bridge.peak@matrixcapital.com
in linkedin.com/in/prime-vector
U
Unison vertex
Pioneer insight ridge
- CRD
- #11744
- Ownership
- 18.6%
(782) 791-4842
timber.element@meridiancapital.com
in linkedin.com/in/meridian-prime
Showing 2 of 4 owners & executives
Unlock allContacts
C
Calvin Joe Ruiz
--
- CRD
- #6892793
(586) 487-1262
signal.beacon@focuscapital.com
in linkedin.com/in/prime-beacon
D
Derek James Wratchford
--
- CRD
- #6683570
(919) 411-7492
alpha.insight@focuscapital.com
in linkedin.com/in/summit-frontier
Showing 2 of 6 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $226,357,000 | $7,805,414 |
| Non-Discretionary | $0 | -- |
| Total | $226,357,000 | $7,805,414 |
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Separately Managed Accounts
Total SMA Asset: $226,357,000
Public Funds:
47.8% Cash:
52.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $4,253,881,983 | 47.8% |
| Cash | $4,645,452,709 | 52.2% |
| Total | $8,899,334,692 | 100.0% |