CRD: 162785
Queen City Capital Management, LLC
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- Custodian
- Fidelity/NFS ยท Tiaa
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-01-2012
- Office Locations
- 1
Office Locations
About Queen City Capital Management, LLC
Queen City Capital Management is an independent Cincinnati-based wealth manager serving a select group of individuals, families, and business owners in Greater Cincinnati and nationwide. The firm builds personalized, globally diversified portfolios with a strategic/tactical process that blends top-down macro and bottom-up fundamental research with periodic reallocation and rebalancing. Led by CEO/CIO Jeff Spitzmiller, CFA, and custodied with Fidelity/NFS.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JEFFREY JOSEPH SPITZMILLER
Chief Compliance Officer, Chief Executive Officer, Chief Investment Officer, Financial Professional
- CRD
- #4418218
- Ownership
- 25% but less than 50%
CHARLES FREDERICK HAIS JR
--
- CRD
- #1758717
- Ownership
- 10% but less than 25%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $114,372,169 | $463,045 |
| Non-Discretionary | $0 | -- |
| Total | $114,372,169 | $463,045 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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