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QUEEN CITY CAPITAL MANAGEMENT, LLC

212 East Third Street
Suite 100
Cincinnati, Ohio 45202
Tel: (513) 721-6089

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About QUEEN CITY CAPITAL MANAGEMENT, LLC

QUEEN CITY CAPITAL MANAGEMENT, LLC, formally registered with the SEC as QUEEN CITY CAPITAL MANAGEMENT, LLC. The firm was established in 07/23/2012. They have over 1 offices throughout the country.

QUEEN CITY CAPITAL MANAGEMENT, LLC is a Cincinnati, Ohio based Financial Planning firm with nearly $99,624,197 assets under management, offering retirement planning & investment advisory services to 280 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#162785
SEC#801-76921
Assets Managed by Firm$99,624,197
No. of Clients280
No. of Advisors3

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees
  • Other (SUB ADVISER FEES)

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Publication of periodicals and newsletters
  • Education seminars/workshops

Firm Client Information

No. of ClientsAUM
Firm Total280$99,624,197
Individuals (other than high net worth individuals)152$52,233,618
High net worth individuals37$47,390,579

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