{
  "crd_number": 297541,
  "slug": "q-capital-solutions-297541",
  "primary_business_name": "Q CAPITAL SOLUTIONS",
  "legal_name": "RWQ FINANCIAL MANAGEMENT SERVICES, INC.",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-04-09",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-03-26",
  "carried_forward": false,
  "raum_total": 222275773.0,
  "raum_discretionary": 222275773.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 2,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 41765003.0,
      "count": 142
    },
    "pension_profit_sharing": {
      "raum": 9780463.0,
      "count": 8
    },
    "high_net_worth_individuals": {
      "raum": 170730307.0,
      "count": 83
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "FL",
    "KY",
    "NJ",
    "PA"
  ],
  "websites": [
    "https://qcapitalsolutions.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/297541",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/q-capital-solutions-297541",
  "display_name": "Q Capital Solutions",
  "summary": "Q Capital Solutions is an SEC-registered investment advisory firm, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.",
  "citation": "AdvisorCensus. Q Capital Solutions (CRD 297541): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is Q Capital Solutions compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Q Capital Solutions reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Q Capital Solutions charge?",
      "a": "Its Form ADV Part 2A brochure dated March 26, 2026 states: Flat fee: $1,500 to $5,000 (financial planning services); Hourly rate: $150 an hour (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Is Q Capital Solutions registered with the SEC or a state?",
      "a": "Q Capital Solutions is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 297541."
    },
    {
      "q": "How much does Q Capital Solutions manage?",
      "a": "Q Capital Solutions reports $222,275,773 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary)."
    },
    {
      "q": "How have Q Capital Solutions' assets and staff changed since 2021?",
      "a": "In the Form ADV data for Q Capital Solutions: Regulatory assets under management: $130,000,000 in the October 2021 data and $222,275,773 in the October 2026 data, up 71%. Total employees: 1 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Q Capital Solutions serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (142); high net worth individuals (83); pension and profit sharing plans (but not the plan participants or government pension plans) (8)."
    },
    {
      "q": "Which custodians does Q Capital Solutions use?",
      "a": "Q Capital Solutions' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Q Capital Solutions 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/297541"
    },
    {
      "q": "What changed in Q Capital Solutions' recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $255,727,897 to $222,275,773 (-13%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 130000000.0,
      "total_employees": 1,
      "filing_date": "2021-08-30"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 135750000.0,
      "total_employees": 4,
      "filing_date": "2022-07-01"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 92441564.0,
      "total_employees": 4,
      "filing_date": "2023-04-28"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 245900000.0,
      "total_employees": 3,
      "filing_date": "2024-08-22"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 255727897.0,
      "total_employees": 2,
      "filing_date": "2025-05-30"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 222275773.0,
      "total_employees": 2,
      "filing_date": "2026-03-26"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $255,727,897 to $222,275,773 (-13%)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in TX."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 26, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $1,500 to $5,000 (financial planning services)",
      "Hourly rate: $150 an hour (financial planning services)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $1,500 to $5,000 (financial planning services)"
        ],
        "quotes": [
          "We charge a fixed fee for financial planning services, which generally ranges between $1,500 - $5000 depending upon the complexity and scope of the plan, your financial situation, and your objectives."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $150 an hour (financial planning services)"
        ],
        "quotes": [
          "Depending on the arrangements made at the inception of the engagement, we may alternatively agree to charge an hourly fee of $150 for financial planning services."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": 1500.0,
          "max": 5000.0,
          "period": "one_time",
          "service": "financial planning services"
        },
        {
          "kind": "hourly",
          "amount": 150.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "financial planning services"
        }
      ]
    },
    "quotes": [
      "We charge a fixed fee for financial planning services, which generally ranges between $1,500 - $5000 depending upon the complexity and scope of the plan, your financial situation, and your objectives.",
      "Depending on the arrangements made at the inception of the engagement, we may alternatively agree to charge an hourly fee of $150 for financial planning services."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/q-capital-solutions-297541.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 142,
      "fewer_than_5": false,
      "raum": 41765003.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 83,
      "fewer_than_5": false,
      "raum": 170730307.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 8,
      "fewer_than_5": false,
      "raum": 9780463.0
    }
  ],
  "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/297541",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}