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- Custodian
- Apex
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-19-2017
- Office Locations
- 1
Office Locations
About Qapital Invest, LLC
Qapital Invest (Qapital) offers a consumer-facing app that helps retail users automate saving, investing, budgeting, and debt management around goal-based financial plans. The advisory program is built around ETF portfolios and delivered via a low-cost subscription model (free trial, then monthly membership). Emphasis is on simple, secure “set-and-forget” money tools, with clearing support through Apex.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
MARK ANDREW BULGER
Chief Compliance Officer
- CRD
- #5063497
- Ownership
- Less than 5%
RODRIGO NMN PARRODE
Chief Executive Officer, CHIEF OPERATING OFFICER, EVP, President, Vice President
- CRD
- #4905345
- Ownership
- Less than 5%
Beacon vertex
Delta glacier
- CRD
- #26772
- Ownership
- 18.4%
Showing 2 of 5 owners & executives
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WILLIAM CULLEN ROGERS
Chief Investment Officer
- CRD
- #6317186
Showing 1 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $42,060,000 | $1,394 |
| Non-Discretionary | $0 | -- |
| Total | $42,060,000 | $1,394 |
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Separately Managed Accounts
Total SMA Asset: $42,060,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $4,606,709,388 | 100.0% |
| Total | $4,606,709,388 | 100.0% |