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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-13-2001
- Office Locations
- 1
Office Locations
About QCA Capital Management INC
Quincy Cass Associates (QCA Capital Management) is a Los Angeles-based investment manager serving individual investors, high-net-worth families, businesses, and institutional clients. Operating since 1922, the firm provides investment management and wealth planning, including portfolio construction and estate planning, geared to sophisticated decision-making. Portfolios are primarily implemented with ETFs; custody includes Schwab and Fidelity.
Team overview
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Client Personas
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Owner & Executives
MARK CHARLES MINICHIELLO
Advisor, Chief Compliance Officer, Chief Executive Officer
- CRD
- #1863304
- Ownership
- 50% but less than 75%
Deanna Maria Adams
Chief Investment Officer
- CRD
- #7475707
- Ownership
- 5% but less than 10%
Showing 2 of 3 owners & executives
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JENS ADOLF SPITTA
Wealth Advisor
- CRD
- #432314
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $252,230,446 | $1,925,423 |
| Non-Discretionary | $0 | -- |
| Total | $252,230,446 | $1,925,423 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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