# CQL Capital Management

> 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.

- CRD: 319557
- Filed as: CQL CAPITAL MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Chesterfield, MO
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/319557
- AdvisorCensus page: https://advisorcensus.com/firm/cql-capital-management-chesterfield-mo-319557

## Quick answers

**How is CQL Capital Management compensated?**
On its Form ADV (Item 5.E, October 2026), CQL Capital Management reports these compensation arrangements: a percentage of assets under its management.

**Where is CQL Capital Management located?**
CQL Capital Management's principal office is in Chesterfield, MO, according to its Form ADV.

**Is CQL Capital Management registered with the SEC or a state?**
CQL Capital Management is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 319557.

**How much does CQL Capital Management manage?**
CQL Capital Management reports $27,445,079 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**How have CQL Capital Management's assets and staff changed since 2023?**
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.

**Does CQL Capital Management report any disciplinary disclosures?**
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

**Does CQL Capital Management state an account minimum?**
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."

**What changed in CQL Capital Management's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $15,112,589 to $27,445,079 (+82%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 24, 2026)

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> 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.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $27,445,079
- Discretionary: $27,445,079
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $4,996,088 |
| Insurance companies | Fewer than 5 | $22,448,991 |

### Advisory services (Item 5.G)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services

### Firm details
- Registered since: 2023 (3 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- cqlcap.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $4,410,100 | 4 | January 5, 2023 |
| October 2024 | $4,982,652 | 5 | March 26, 2024 |
| October 2025 | $15,112,589 | 4 | February 25, 2025 |
| October 2026 | $27,445,079 | 4 | March 30, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $15,112,589 to $27,445,079 (+82%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. CQL Capital Management (CRD 319557): Form ADV filing data as of October 2026.