Fqi Capital Management LLC

Fqi Capital Management LLC (CRD# 298931) is a financial advisory firm headquartered in , . They manage $29,586,922 in 225 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    30
    MILLION
  • Total Number of Accounts
    225
    ACCOUNTS
  • Average Account Value
    $131,497
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Fqi Capital Management LLC
Showing 1 - 4 of 4 top financial advisors.
1
Derek Atkinson, financial advisor Lantana TX
Derek S. Atkinson
CRD#: 5110597
Lantana, TX

Derek Atkinson (CRD# 5110597) is an Investment Advisor Representative working at Fqi Capital Management LLC in Lantana, TX and has over 17 years of experience in the finance industry.

2
Joshua Cohen, financial advisor Lantana TX
Joshua M. Cohen
CRD#: 5557535
Lantana, TX

Joshua Cohen (CRD# 5557535) is an Investment Advisor Representative working at Fqi Capital Management LLC in Lantana, TX and has over 15 years of experience in the finance industry.

3
Gerald Diduck, financial advisor Lantana TX
Gerald M. Diduck
CRD#: 4463753
Lantana, TX

Gerald Diduck (CRD# 4463753) is an Investment Advisor Representative working at Fqi Capital Management LLC in Lantana, TX and has over 21 years of experience in the finance industry.

4
Shaun Hayes, financial advisor Lantana TX
Shaun E. Hayes
CRD#: 4963876
Lantana, TX

Shaun Hayes (CRD# 4963876) is an Investment Advisor Representative working at Fqi Capital Management LLC in Lantana, TX and has over 18 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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