$11.4B Total AUM
$11.4B Disc. AUM
-- 3Y CAGR
12 Employees
27,393 ADV. Clients
6 yrs Firm Age
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- Custodian
- Broadridge · Fidelity/NFS · Pershing · State Street
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-01-2019
- Office Locations
- 2
Office Locations
1000 Chesterbrook Boulevard , Suite 250 Berwyn PA
-- Flower Mound TX
About QRG Capital Management, Inc.
QRG Capital Management, Inc. (Envestnet) serves retail and institutional advisors with an ecosystem of wealth management technology, intelligence, and investment solutions. The firm’s discretionary SMA assets are predominantly ETF-based, with additional allocations to municipal and investment-grade fixed income. Distributed on major custodial platforms including Schwab and Fidelity/NFS.
Team overview
-- AVG AGE
$950.6M AVG AUM / ADVISOR
$416.4K AVG AUM / CLIENT
3.5 yrs AVG TENURE
12 Employees
12 Advisory Reps
2 RIA Reps
6yrs Firm Age
Insights
Available
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Asset Classes
Available
Custodian
Available
Fund Managers
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
DANA MARIE D'AURIA MS.
Co-Chief Investment Officer, CO-CIO
- CRD
- #5870286
- Ownership
- Less than 5%
Available
Available
Available
KATHRYN MICHELE EVANS
Chief Operations Officer
- CRD
- #2788543
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,407,143,461 | $416,425 |
| Non-Discretionary | $0 | -- |
| Total | $11,407,143,461 | $416,425 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Municipal Bonds:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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