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Q CAPITAL SOLUTIONS

· CRD 297541 · IAPD ↗ · qcapitalsolutions.com · 732-600-5557

$222.3MRegulatory AUM
1Advisory reps
2Employees
0Clients
1-10Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

68
January 2026 — Q CAPITAL SOLUTIONS now reports custody of client assets ($13.0M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
53
April 2025 — Q CAPITAL SOLUTIONS added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
42
November 2024 — Q CAPITAL SOLUTIONS notice-filed in KY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2024 — Q CAPITAL SOLUTIONS reported RAUM up 166% ($92.4M -> $245.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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