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QRG CAPITAL MANAGEMENT, INC.

BERWYN, PA · CRD 305277 · IAPD ↗ · 312-827-2800

$11.41BRegulatory AUM
12Advisory reps
12Employees
0Clients
0Planning clients
0Private funds
53States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
July 2026 — QRG CAPITAL MANAGEMENT, INC. moved its main office from CHICAGO, IL to BERWYN, PA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
78
April 2026 — QRG CAPITAL MANAGEMENT, INC. grew from 4 to 12 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2025 — QRG CAPITAL MANAGEMENT, INC. shrank from 16 to 4 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
69
April 2025 — QRG CAPITAL MANAGEMENT, INC. reported RAUM up 48% ($7.65B -> $11.35B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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