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- 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
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).
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Owner & Executives
RAYMOND MARTIN BACKERS
Chief Compliance Officer
- CRD
- #6490814
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Aaron Blake Combs
--
- CRD
- #7998709
Jeffrey David Ziemann
--
- CRD
- #7382108
Showing 2 of 3 contacts
Unlock allAssets Under Management
| 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
| 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% |