# Qapital Invest, LLC

> Qapital Invest, LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2017, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 30, 2026.

- CRD: 283762
- Filed as: QAPITAL INVEST, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: September 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/283762
- AdvisorCensus page: https://advisorcensus.com/firm/qapital-invest-llc-new-york-ny-283762

## Quick answers

**How is Qapital Invest, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Qapital Invest, LLC reports these compensation arrangements: fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Qapital Invest, LLC located?**
Qapital Invest, LLC's principal office is in New York, NY, according to its Form ADV.

**Is Qapital Invest, LLC registered with the SEC or a state?**
Qapital Invest, LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 283762.

**How much does Qapital Invest, LLC manage?**
Qapital Invest, LLC reports $52,200,000 in regulatory assets under management in its Form ADV filing dated September 30, 2026 (100% discretionary).

**How have Qapital Invest, LLC's assets and staff changed since 2021?**
In the Form ADV data for Qapital Invest, LLC: Regulatory assets under management: $23,123,498 in the October 2021 data and $52,200,000 in the October 2026 data, up 126%. Total employees: 2 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Qapital Invest, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (38,446).

**Which custodians does Qapital Invest, LLC use?**
Qapital Invest, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Apex Clearing Corporation and Wedbush Securities Inc. (affiliated with the firm) as custodians holding 10% or more of its separately managed account assets.

**Does Qapital Invest, LLC 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/283762

**What changed in Qapital Invest, LLC's recent Form ADV filings?**
In the October 2026 filing data: Regulatory assets under management went from $42,060,000 to $52,200,000 (+24%).

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Apex Clearing Corporation
- Wedbush Securities Inc. (affiliated with the firm)

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.

### Regulatory assets under management (Item 5.F)
- Total: $52,200,000
- Discretionary: $52,200,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 38,446 | $52,200,000 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2017 (8 years)
- Employees: 9 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [qapital.com](https://qapital.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $23,123,498 | 2 | May 3, 2021 |
| October 2022 | $39,122,712 | 2 | March 29, 2022 |
| October 2023 | $34,150,801 | 2 | May 11, 2023 |
| October 2024 | $37,000,000 | 2 | September 30, 2024 |
| October 2025 | $37,000,000 | 2 | May 23, 2025 |
| October 2026 | $52,200,000 | 9 | September 30, 2026 |

Regulatory assets under management: $23,123,498 in the October 2021 data and $52,200,000 in the October 2026 data, up 126%.
Total employees: 2 in October 2021 and 9 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Regulatory assets under management went from $42,060,000 to $52,200,000 (+24%).

### December 2025
- Employees performing advisory functions went from 2 to 1.
- Regulatory assets under management went from $37,000,000 to $42,060,000 (+14%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Qapital Invest, LLC (CRD 283762): Form ADV filing data as of October 2026.