$4.2M Total AUM
$4.2M Disc. AUM
-- 3Y CAGR
1 Employees
29 ADV. Clients
11 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Altruist · TD Ameritrade
- Clients
- Retail
- Platforms
- FocusBeacon meridian
- Established Date
- 01-02-2015
- Office Locations
- 1
Office Locations
-- West Hartford CT
About JQR Capital Management, LLC
JQR Capital Management is a West Hartford, CT RIA led by CIO James Quackenbush Rice IV, focused on helping Millennials and “Super Women” with holistic financial planning. The firm provides tax, estate, and insurance planning alongside risk-managed asset allocation with an ESG/socially responsible tilt. Portfolios are implemented primarily with ETFs and managed through platforms including Altruist.
Team overview
43 AVG AGE
$4.2M AVG AUM / ADVISOR
$144.7K AVG AUM / CLIENT
11.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
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Asset Classes
Pioneer Vital
Client Personas
Pathway bridge
Custodian
Meridian Prime zenith Eagle Momentum bridge Alpha
Investment Themes
Wave pioneer Pioneer Beacon North
Investment Vehicles
Bridge fusion Eagle
Services
Delta Catalyst zenith Element wave Ridge
Technology
Vertex Legacy vital
Owner & Executives
JAMES QUACKENBUSH RICE IV
Chief Investment Officer
- CRD
- #4088411
- Ownership
- 75% or more
(935) 827-7994
focus.eagle@momentumcapital.com
in linkedin.com/in/element-ridge
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,196,676 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,196,676 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,196,676
Equity - Exchange:
65.1% Cash:
34.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,156,206,331 | 65.1% |
| Cash | $1,692,036,881 | 34.9% |
| Total | $4,848,243,212 | 100.0% |