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QTR Capital Management LLC

QTR Capital Management LLC. CRD 309906

QTR Capital Management LLC logo

CRD: 309906

QTR Capital Management LLC

$450.0K Total AUM
$450.0K Disc. AUM
-- 3Y CAGR
1 Employees
7 ADV. Clients
5 yrs Firm Age

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Firm Details

Custodian
--
Clients
Retail
Platforms
Available
Established Date
09-17-2020
Office Locations
1

Office Locations

-- Oceanside CA

About QTR Capital Management LLC

QTR Capital Management is a retail-focused RIA offering actively managed equity, ETF, dividend-income, and options-based strategies that blend technical, fundamental, and quantitative factor analysis. Approaches include large-cap and small/mid-cap stock selection, sector rotation, and a global tactical rotation model drawn from 90 sector and country ETFs. Portfolios use well-defined exit rules aimed at protecting gains during market drawdowns.

Team overview

57 AVG AGE
$450.0K AVG AUM / ADVISOR
$64.3K AVG AUM / CLIENT
5.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age

Insights

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Asset Classes

Available

Client Personas

Available

Custodian

Available

Investment Themes

Available

Investment Vehicles

Available

Services

Available

Technology

Available

Owner & Executives

Brad Perry Reinard

Brad Perry Reinard

Chief Investment Officer, Senior Portfolio Manager

CRD
#7072468
Ownership
75% or more
Available
Available
Available

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $450,000 --
Non-Discretionary $0 --
Total $450,000 --

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Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Equity - Exchange:
Available
Cash:
Available
Asset class Assets Assets %
Equity - Exchange Available Available
Cash Available Available
Total Available Available

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