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- Custodian
- Charles Schwab & Company · Interactive Brokers · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-04-2018
- Office Locations
- 2
Office Locations
About FQI Capital Management LLC
FQI Capital Management LLC is a Highland Village-based RIA with 2 offices. The firm has been operating for 7 years. Managing $14.3M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Interactive Brokers.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 78 clients, or 39 clients per representative. That equates to $183.6K in reported AUM per client.
The profile lists 2 reported office locations and 7 years in operation. The source data was last updated on September 3, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Investment Vehicles
- Services
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The full FQI Capital Management LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
DEREK STEPHEN ATKINSON
Managing Member, Portfolio Manager
- CRD
- #5110597
- Ownership
- 75% or more
JOSHUA MICHAEL COHEN
Chief Compliance Officer, Partner
- CRD
- #5557535
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Gerald Diduck
--
- CRD
- #4463753
Showing 1 of 3 contacts
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,317,453 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,317,453 | -- |
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Separately Managed Accounts
SMA allocation detail is available
FQI Capital Management LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.