Qca Capital Management Inc
- Regulatory AUM
- $252M
- Discretionary
- $252M
- Clients
- 117
- Avg AUM / client
- $2.2M
- Accounts
- 131
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 29, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 55 | $57.9M | 23.0% |
| High net worth individuals | 60 | $193M | 76.4% |
| Charitable organizations | 2 | $1.7M | 0.68% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Mark Charles Minichiello | Ceo,Cco, | Dec 2009 (17y) | ≈ 56.25% – 100% via Quincy Cass Associates, Incorporated | |
| Guay, Daniel, Robert | Chief Financial Officer | Aug 2012 (14y) | Less than 5% | |
| Deanna Maria Adams | Chief Investment Officer | CFA | Jan 2023 (4y) | Less than 5% |
| Jens Adolf Spitta | Registered representative | Mar 2013 (13y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Quincy Cass Associates, Incorporated | Parent | Jan 1922 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Mark Charles Minichiello: 75% – 100% of Quincy Cass Associates, Incorporated × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/29/2026 | 984 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- National Financial Services (Fidelity) $112M (44% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 29, 2026.
View current Form ADV (SEC/IAPD) ↗