F
CRD: 298931
FQI Capital Management LLC
Highland Village, TX
8172176391
$14.3M Total AUM
$14.3M Disc. AUM
-- 3Y CAGR
2 Employees
78 ADV. Clients
7 yrs Firm Age
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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
-- Dallas TX
-- Highland Village TX
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. Services offered include Asset Management, Business Succession, Insurance.
Team overview
48 AVG AGE
$7.2M AVG AUM / ADVISOR
$183.6K AVG AUM / CLIENT
6.8 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Glacier frontier Radial frontier Harbor ember
Client Personas
Momentum
Investment Vehicles
Fusion
Services
Vector Summit pioneer Vital Oak vital Harbor Vector ember
Owner & Executives
D
DEREK STEPHEN ATKINSON
Managing Member, Portfolio Manager
- CRD
- #5110597
- Ownership
- 75% or more
(927) 927-5687
insight.element@beaconcapital.com
in linkedin.com/in/crest-pioneer
J
JOSHUA MICHAEL COHEN
Chief Compliance Officer, Partner
- CRD
- #5557535
- Ownership
- Less than 5%
(760) 515-2072
zenith.insight@ridgecapital.com
in linkedin.com/in/optima-zenith
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Total AUM
Discretionary
Non-Discretionary
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
Total SMA Asset: $14,317,453
Public Funds:
29.2% U.S. Government/Agency:
24.5% Cash:
18.6% Derivatives:
27.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,129,136,091 | 29.2% |
| U.S. Government/Agency | $947,391,583 | 24.5% |
| Cash | $719,244,222 | 18.6% |
| Derivatives | $1,071,132,526 | 27.7% |
| Total | $3,866,904,422 | 100.0% |