# QRG Capital Management, Inc.

> QRG Capital Management, Inc. is an SEC-registered investment advisory firm in Berwyn, PA, registered since 2020, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated June 30, 2026.

- CRD: 305277
- Filed as: QRG CAPITAL MANAGEMENT, INC.
- Also doing business as: QRG
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Berwyn, PA
- Filing period: October 2026
- Form ADV filing dated: June 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/305277
- AdvisorCensus page: https://advisorcensus.com/firm/qrg-capital-management-inc-berwyn-pa-305277

## Quick answers

**How is QRG Capital Management, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), QRG Capital Management, Inc. reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is QRG Capital Management, Inc. located?**
QRG Capital Management, Inc.'s principal office is in Berwyn, PA, according to its Form ADV; the May 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is QRG Capital Management, Inc. registered with the SEC or a state?**
QRG Capital Management, Inc. is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 305277.

**How much does QRG Capital Management, Inc. manage?**
QRG Capital Management, Inc. reports $11,407,143,461 in regulatory assets under management in its Form ADV filing dated June 30, 2026 (100% discretionary).

**How have QRG Capital Management, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for QRG Capital Management, Inc.: Regulatory assets under management: $0 in the October 2021 data and $11,407,143,461 in the October 2026 data. Total employees: 10 in October 2021 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does QRG Capital Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (24,822); high net worth individuals (1,783); corporations or other businesses not listed above (705).

**Which custodians does QRG Capital Management, Inc. use?**
QRG Capital Management, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC and Pershing LLC as custodians holding 10% or more of its separately managed account assets.

**Does QRG Capital Management, Inc. 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/305277

**What changed in QRG Capital Management, Inc.'s recent Form ADV filings?**
In the July 2026 filing data: No longer lists an office in Berwyn, PA.

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- National Financial Services LLC
- Pershing LLC

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: $11,407,143,461
- Discretionary: $11,407,143,461
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 24,822 | $6,258,016,514 |
| High net worth individuals | 1,783 | $4,228,726,515 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Charitable organizations | 65 | $163,470,461 |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 705 | $746,548,538 |
| Other | 18 | $10,381,433 |

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

### Firm details
- Registered since: 2020 (6 years)
- Employees: 12 total, 12 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.

### Other offices (Schedule D, Section 1.F), as of the May 2026 filing
- Berwyn, PA

### Websites listed on Form ADV (Item 1.I)
- [envestnet.com](https://envestnet.com)
- [envestnet.com/qrg](https://envestnet.com/qrg)
- Facebook @Envestnet
- Instagram @envestnet
- LinkedIn @envestnet
- X @Envestnet_
- YouTube @UCSKSh09e27bKbsxuSeg2jqw

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $0 | 10 | March 31, 2021 |
| October 2022 | $0 | 10 | March 31, 2022 |
| October 2023 | $6,247,304,576 | 18 | September 27, 2023 |
| October 2024 | $7,649,199,797 | 16 | September 3, 2024 |
| October 2025 | $11,351,507,993 | 14 | July 1, 2025 |
| October 2026 | $11,407,143,461 | 12 | June 30, 2026 |

Regulatory assets under management: $0 in the October 2021 data and $11,407,143,461 in the October 2026 data.
Total employees: 10 in October 2021 and 12 in October 2026.

## Changes in the filing (last 12 months)

### July 2026
- No longer lists an office in Berwyn, PA.

### April 2026
- No longer lists the business name Envestnet Capital Management.
- Employees performing advisory functions went from 4 to 12.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. QRG Capital Management, Inc. (CRD 305277): Form ADV filing data as of October 2026.