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QUONA CAPITAL MANAGEMENT LLC

WASHINGTON, DC · CRD 277131 · IAPD ↗ · (202) 706-5886

$1.05BRegulatory AUM
14Advisory reps
27Employees
0Clients
n/aPlanning clients
9Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

70
April 2026 — QUONA CAPITAL MANAGEMENT LLC crossed $1B in regulatory AUM ($985.3M -> $1.05B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
56
April 2025 — QUONA CAPITAL MANAGEMENT LLC grew from 13 to 16 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
40
October 2024 — QUONA CAPITAL MANAGEMENT LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.