Q
CRD: 299114
Qcfo, LLC
Cincinnati, OH
5135183704
$20.6M Total AUM
$20.6M Disc. AUM
-- 3Y CAGR
2 Employees
40 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-01-2018
- Office Locations
- 1
Office Locations
-- Cincinnati OH
About Qcfo, LLC
Qcfo, LLC is a Cincinnati-based RIA. The firm has been operating for 7 years. Managing $20.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and TD Ameritrade. Services offered include Asset Management, Financial Planning, Insurance.
Team overview
-- AVG AGE
$20.6M AVG AUM / ADVISOR
$515.0K AVG AUM / CLIENT
7.2 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Atlas Ridge
Client Personas
Crest
Investment Vehicles
Vector bridge
Services
Focus momentum Frontier frontier Alpha Capital
Owner & Executives
M
Michael Carl Muth
Founder, MANAGING DIRECTOR
- CRD
- #6730096
- Ownership
- 50% but less than 75%
(845) 317-9820
summit.value@matrixcapital.com
in linkedin.com/in/vertex-momentum
C
Carl Christopher Muth
COMPLIANCE OFFICER
- CRD
- --
- Ownership
- 25% but less than 50%
(342) 870-3403
value.ember@northcapital.com
in linkedin.com/in/momentum-optima
V
Vertex fusion
Capital vital
- CRD
- #45347
- Ownership
- 43.9%
(367) 981-1733
timber.beacon@oakcapital.com
in linkedin.com/in/north-focus
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,600,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $20,600,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $20,600,000
Equity - Exchange:
28.7% Corporate - Investment Grade:
42.9% Cash:
28.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $354,760,408 | 28.7% |
| Corporate - Investment Grade | $530,286,464 | 42.9% |
| Cash | $351,052,112 | 28.4% |
| Total | $1,236,098,984 | 100.0% |