Queen City Capital Management, Llc
- Regulatory AUM
- $114M
- Discretionary
- $114M
- Clients
- 173
- Avg AUM / client
- $661K
- Accounts
- 247
- Employees
- 2
AUM over time
Annual snapshots from Form ADV filings · as of Mar 16, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 130 | $49.5M | 43.3% |
| High net worth individuals | 43 | $64.9M | 56.7% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Anders Kristian Juel | Member | Jul 2012 (14y) | 10% – 25% | |
| Charles Frederick Hais | Member | Chartered Financial Consultant | Jul 2012 (14y) | 10% – 25% |
| Jeffrey Joseph Spitzmiller | Ceo, Cio, & Chief Compliance Officer | CFA | Jul 2012 (14y) | 25% – 50% |
| Jeffrey Robert Walkup | Member | Jul 2012 (14y) | 10% – 25% | |
| Michael William Popil | Member | CFP | Jul 2012 (14y) | 5% – 10% |
| Neil Robert Bourgeois | Member | CFP | Jul 2012 (14y) | 5% – 10% |
| Wingo, Thomas, Herbert | Member | Jul 2012 (14y) | 10% – 25% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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) | 03/16/2026 | 960 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Publication of periodicals or newsletters
Custody
Reported custodians
- Fidelity Brokerage Services $85.9M (75% of AUM) Mar 2026
- Security Distributors, Llc $11.4M (12% of AUM) Apr 2023
- Tiaa Cref Individual & Institutional Services, Llc $11.4M (10% of AUM) Mar 2026
- Fidelity Management Trust Company $11.0M (10% of AUM) Mar 2026
- Prudential Annuities Distributors, Inc $7.5M (8% of AUM) Apr 2023
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: Mar 16, 2026.
View current Form ADV (SEC/IAPD) ↗