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Capitalworks Qed LLC (Flagstaff)


Capitalworks Qed LLC is a large advisory firm based in Flagstaff. It manages $27 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Arizona.

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Capitalworks Qed provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Capitalworks Qed: assets under management

The assets under management (AUM) of Capitalworks Qed LLC is $27 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -44% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $27 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $13.5 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Capitalworks Qed LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Flagstaff

The principal office where Capitalworks Qed LLC performs its advisory services is located at 5701 E. Abbey Rd, Flagstaff, AZ 86004 5807, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 928-526-1410 or by fax 928-226-1524. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.capitalworksqed.com.


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