{
  "crd_number": 319557,
  "slug": "cql-capital-management-chesterfield-mo-319557",
  "primary_business_name": "CQL CAPITAL MANAGEMENT",
  "legal_name": "CQL CAPITAL MANAGEMENT",
  "dbas": [],
  "city": "Chesterfield",
  "state": "MO",
  "country": "United States",
  "cbsa_code": "41180",
  "metro": {
    "cbsa_code": "41180",
    "common_name": "St. Louis",
    "msa_name": "St. Louis, MO-IL",
    "path": "/advisors/mo/st-louis"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2023-02-07",
  "years_registered": 3,
  "period": "2026-10-01",
  "filing_date": "2026-03-30",
  "carried_forward": false,
  "raum_total": 27445079.0,
  "raum_discretionary": 27445079.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 4,
  "advisory_employees": 3,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "state_municipal": {
      "raum": 4996088.0,
      "count": null,
      "fewer_than_5": true
    },
    "insurance_companies": {
      "raum": 22448991.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "pension_consulting",
    "portfolio_management_businesses_institutional"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "MO"
  ],
  "websites": [
    "https://cqlcap.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/319557",
  "city_as_filed": "CHESTERFIELD",
  "url": "https://advisorcensus.com/firm/cql-capital-management-chesterfield-mo-319557",
  "display_name": "CQL Capital Management",
  "summary": "CQL Capital Management is an SEC-registered investment advisory firm in Chesterfield, MO, registered since 2023, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.",
  "citation": "AdvisorCensus. CQL Capital Management (CRD 319557): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is CQL Capital Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), CQL Capital Management reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is CQL Capital Management located?",
      "a": "CQL Capital Management's principal office is in Chesterfield, MO, according to its Form ADV."
    },
    {
      "q": "Is CQL Capital Management registered with the SEC or a state?",
      "a": "CQL Capital Management is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 319557."
    },
    {
      "q": "How much does CQL Capital Management manage?",
      "a": "CQL Capital Management reports $27,445,079 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary)."
    },
    {
      "q": "How have CQL Capital Management's assets and staff changed since 2023?",
      "a": "In the Form ADV data for CQL Capital Management: Regulatory assets under management: $4,410,100 in the October 2023 data and $27,445,079 in the October 2026 data, up 522%. Total employees: 4 in October 2023 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "Does CQL Capital Management report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/319557"
    },
    {
      "q": "Does CQL Capital Management state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 24, 2026 says: \"In general, we require a minimum of $1,000,000 to open and maintain an advisory account. At our discretion, we may waive this minimum account size.\""
    },
    {
      "q": "What changed in CQL Capital Management's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $15,112,589 to $27,445,079 (+82%)."
    }
  ],
  "filing_history": [
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 4410100.0,
      "total_employees": 4,
      "filing_date": "2023-01-05"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 4982652.0,
      "total_employees": 5,
      "filing_date": "2024-03-26"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 15112589.0,
      "total_employees": 4,
      "filing_date": "2025-02-25"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 27445079.0,
      "total_employees": 4,
      "filing_date": "2026-03-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $15,112,589 to $27,445,079 (+82%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 24, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$1,000,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "In general, we require a minimum of $1,000,000 to open and maintain an advisory account. At our discretion, we may waive this minimum account size."
        ]
      }
    ],
    "quotes": [
      "In general, we require a minimum of $1,000,000 to open and maintain an advisory account. At our discretion, we may waive this minimum account size."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/cql-capital-management-chesterfield-mo-319557.md",
  "clients": [
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 4996088.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": null,
      "fewer_than_5": true,
      "raum": 22448991.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/319557",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}