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- Custodian
- Broadridge · Fidelity/NFS · Pershing · State Street
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 08-01-2019
- Office Locations
- 2
Office Locations
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.
Reported data analysis
What the numbers show
Between December 8, 2025 and June 30, 2026, reported AUM increased 0.5%, from $11.4B to $11.4B.
Across 4 reported observations, AUM increased 82.6% between November 13, 2023 and June 30, 2026, from $6.2B to $11.4B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 12 advisory representatives and 27,393 clients, or 2,282.8 clients per representative. That equates to $416.4K in reported AUM per client.
The profile lists 2 reported office locations and 7 years in operation. The source data was last updated on June 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full QRG Capital Management, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
DANA MARIE D'AURIA MS.
Co-Chief Investment Officer, CO-CIO
- CRD
- #5870286
- Ownership
- Less than 5%
KATHRYN MICHELE EVANS
Chief Operations Officer
- CRD
- #2788543
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| 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
SMA allocation detail is available
QRG Capital Management, Inc. has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
QRG Capital Management, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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