$67.6M Total AUM
$67.6M Disc. AUM
-- 3Y CAGR
1 Employees
17 ADV. Clients
19 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-16-2007
- Office Locations
- 1
Office Locations
2389 Main Street Glastonbury CT
About QVM Group LLC
QVM Group is a Connecticut-based RIA serving high-net-worth investors with bespoke, goal-focused portfolio design and ongoing advice. Portfolios are tailored across public markets and, when appropriate, private assets, with implementation often using ETFs. The firm is fee-only (hourly or flat), does not sell products or custody assets, and uses Charles Schwab.
Team overview
75 AVG AGE
$67.6M AVG AUM / ADVISOR
$4.0M AVG AUM / CLIENT
19.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Owner & Executives
R
RICHARD CLARK SHAW JR
President
- CRD
- #840393
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $67,607,163 | -- |
| Non-Discretionary | $0 | -- |
| Total | $67,607,163 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Public Funds:
Available U.S. Government/Agency:
Available Derivatives:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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