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Q2 Wealth Management

Q2 Wealth Management. CRD 314932

Q2 Wealth Management logo

CRD: 314932

Q2 Wealth Management

Lexington, KY, 40509
8592162169
$123.5M Total AUM
$119.1M Disc. AUM
-- 3Y CAGR
3 Employees
152 ADV. Clients
4 yrs Firm Age

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Firm Details

Custodian
Ascensus · Charles Schwab & Company · Nationwide · Tiaa
Clients
Retail and Institutional
Platforms
Horizon optimaFusion +more
Established Date
10-05-2021
Office Locations
1

Office Locations

1792 Alysheba WAY Suite 150 Lexington KY

About Q2 Wealth Management

Q2 Wealth Management is an independent, fiduciary RIA in Lexington, KY serving individuals, families, and high-net-worth clients and their related trusts and businesses. The firm combines investment management with holistic, retirement-focused planning that integrates investment, tax, insurance, and estate strategies. Portfolios range from customizable allocations to tactical stock and risk-managed active approaches, organized with an income/growth/preservation bucket framework. ETF-centric implementation (incl. Schwab custody).

Team overview

-- AVG AGE
$41.2M AVG AUM / ADVISOR
$812.4K AVG AUM / CLIENT
3.7 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
4yrs Firm Age

Insights

Full visibility includes strategy notes for beacon pioneer beacon.
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Asset Classes

Harbor catalyst Pathway Foundation fusion Catalyst Optima signal

Client Personas

Value Signal

CRM

Bridge pioneer

Custodian

Ridge focus

Investment Themes

Summit pathway Wave Meridian

Investment Vehicles

Delta peak Frontier radial

Services

Prime Radial Glacier vital Matrix Pioneer Focus meridian Alpha peak Zenith vital

Technology

Capital glacier Zenith foundation Glacier quantum Delta

Owner & Executives

RAYMOND MARTIN BACKERS

RAYMOND MARTIN BACKERS

Chief Compliance Officer

CRD
#6490814
Ownership
75% or more
(541) 813-9700
glacier.vertex@capitalcapital.com
in linkedin.com/in/prime-foundation

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Contacts

A

Aaron Blake Combs

--

CRD
#7998709
(863) 974-6456
beacon.zenith@momentumcapital.com
in linkedin.com/in/vital-north
J

Jeffrey David Ziemann

--

CRD
#7382108
(747) 599-3288
insight.element@alphacapital.com
in linkedin.com/in/zenith-legacy

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-19-2025
06-22-2026
Category Assets AVG. Account size
Discretionary $119,106,027 $318,465
Non-Discretionary $4,385,549 $84,337
Total $123,491,576 $289,886

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Separately Managed Accounts

Total SMA Asset: $123,491,576

$123.5M Total SMA
Equity - Exchange:
28.8%
Public Funds:
39.3%
Cash:
24.4%
Other:
7.5%
Asset class Assets Assets %
Equity - Exchange $1,117,007,324 28.8%
Public Funds $1,524,249,578 39.3%
Cash $946,353,428 24.4%
Other $290,887,324 7.5%
Total $3,878,497,654 100.0%

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