Qed Capitalworks LLC is a large advisory firm based in Atlanta. It manages $75.21 million of regulatory assets for 76 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of Arizona.
Qed Capitalworks provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Qed Capitalworks LLC is $75.21 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 166% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Qed Capitalworks LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Qed Capitalworks LLC is owned by Douglas E Dunn. Ltd. Aspen Partners joined the executive team most recently as the Owner.
The principal office where Qed Capitalworks LLC performs its advisory services is located at 1230 Peachtree Street Ne, Atlanta, GA 30309, which is also the mailing address of the firm. An additional office of the firm is in Flagstaff, AZ. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 404-879-5126 or by fax 404-879-5128. The normal business hours are 9:00am - 5:00pm on Monday - Friday.