Q
CRD: 149388
QVG, LLC
Alma, AR
4796505448
$92.3M Total AUM
$92.3M Disc. AUM
-- 3Y CAGR
3 Employees
78 ADV. Clients
16 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Hilltop Securities · Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-04-2010
- Office Locations
- 2
Office Locations
3319 Golf Course Dr. Alma AR
-- Naperville IL
About QVG, LLC
QVG, LLC is a Alma-based RIA with 2 offices. The firm has been operating for 16 years. Managing $92.3M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company and Hilltop Securities. Services offered include Business Succession, Insurance, Life Insurance.
Team overview
-- AVG AGE
$30.8M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
9.9 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
16yrs Firm Age
Insights
Full visibility includes strategy notes for glacier eagle.
Request access to benchmark trends tied to legacy element.
Open the full profile to inspect shifts in prime momentum.
Unlock to see real insight on beacon delta alpha.
Unlock to compare peer behavior around ember glacier.
Upgrade to reveal position-level detail across glacier delta.
Request access to benchmark trends tied to radial vertex.
Premium access reveals conviction themes in bridge frontier timber.
Asset Classes
Element pathway Vertex glacier Ridge
Client Personas
Momentum atlas
Investment Vehicles
Catalyst momentum
Services
Catalyst Optima Radial Bridge alpha Alpha peak
Owner & Executives
B
BERNIE JEROME MANARD
Managing Member
- CRD
- #1439858
- Ownership
- 50% but less than 75%
(557) 416-5454
catalyst.wave@beaconcapital.com
in linkedin.com/in/wave-zenith
B
BRIAN EDWARD SLEDZ
Chief Investment Officer, President
- CRD
- #5770818
- Ownership
- 25% but less than 50%
(318) 827-1931
value.meridian@focuscapital.com
in linkedin.com/in/meridian-beacon
Showing 2 of 2 owners & executives
Unlock allContacts
D
David Richard Jordan
--
- CRD
- #8005604
(779) 721-2804
wave.horizon@radialcapital.com
in linkedin.com/in/summit-bridge
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $92,282,608 | -- |
| Non-Discretionary | $0 | -- |
| Total | $92,282,608 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $92,282,608
Derivatives:
7.3% Equity - Exchange:
30.4% U.S. Government/Agency:
18.7% Public Funds:
29.9% Cash:
13.7% | Asset class | Assets | Assets % |
|---|---|---|
| Derivatives | $297,556,890 | 7.3% |
| Equity - Exchange | $1,239,141,022 | 30.4% |
| U.S. Government/Agency | $762,234,774 | 18.7% |
| Public Funds | $1,218,760,413 | 29.9% |
| Cash | $558,428,685 | 13.7% |
| Total | $4,076,121,784 | 100.0% |