Overview
Assets Under Management: $114 million
Headquarters: CINCINNATI, OH
High-Net-Worth Clients: 43
Average Client Assets: $1.5 million
Frequently Asked Questions
QUEEN CITY CAPITAL MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #162785), QUEEN CITY CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
QUEEN CITY CAPITAL MANAGEMENT, LLC is headquartered in CINCINNATI, OH.
QUEEN CITY CAPITAL MANAGEMENT, LLC serves 43 high-net-worth clients according to their SEC filing dated March 16, 2026. View client details ↓
According to their SEC Form ADV, QUEEN CITY CAPITAL MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
QUEEN CITY CAPITAL MANAGEMENT, LLC manages $114 million in client assets according to their SEC filing dated March 16, 2026.
According to their SEC Form ADV, QUEEN CITY CAPITAL MANAGEMENT, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 43
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 56.73%
Average Client Assets: $1.5 million
Total Client Accounts: 247
Discretionary Accounts: 247
Regulatory Filings
CRD Number: 162785
Filing ID: 2068636
Last Filing Date: 2026-03-16 19:14:52