Qvg, Llc
- Regulatory AUM
- $92.3M
- Discretionary
- $92.3M
- Clients
- 78
- Avg AUM / client
- $1.2M
- Accounts
- 177
- Employees
- 3
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 37 | $18.1M | 19.6% |
| High net worth individuals | 40 | $73.7M | 79.9% |
| Corporations and other businesses | 1 | $475K | 0.51% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brian Edward Sledz | Registered representative | Nov 2010 (16y) | ||
| Bernie Jerome Manard | Registered representative | CFA | Jan 2014 (13y) | |
| David Richard Jordan | Registered representative | Dec 2024 (2y) |
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) | 04/01/2026 | 1.31 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $55.2M (60% of AUM) Apr 2026
- Hilltop Securities Inc. $33.8M (37% of AUM) Apr 2026
- Interactive Brokers $3.4M (4% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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 01, 2026.
View current Form ADV (SEC/IAPD) ↗