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QUID CAPITAL GROUP HOLDINGS, LLC

SANTA MONICA, CA · CRD 297179 · IAPD ↗ · troycapitalpartners.com · 424-238-2927

$7.76BRegulatory AUM
6Advisory reps
9Employees
0Clients
n/aPlanning clients
36Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2026 — QUID CAPITAL GROUP HOLDINGS, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
60
April 2026 — QUID CAPITAL GROUP HOLDINGS, LLC reported RAUM up 121% ($3.52B -> $7.76B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
April 2025 — QUID CAPITAL GROUP HOLDINGS, LLC reported RAUM up 79% ($1.97B -> $3.52B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
40
April 2024 — QUID CAPITAL GROUP HOLDINGS, LLC shrank from 8 to 5 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

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