Qed Capitalworks LLC (Atlanta)

Qed Capitalworks LLC is a large advisory firm based in Atlanta. It manages $75.21 million of regulatory assets for 76 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of Arizona.

Qed Capitalworks provides portfolio management for individuals and small businesses and 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.

Qed Capitalworks: assets under management

The assets under management (AUM) of Qed Capitalworks LLC is $75.21 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 166% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $75.21 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $989.65 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Qed Capitalworks 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.

Careers at Qed Capitalworks LLC

Qed Capitalworks LLC is owned by Douglas E Dunn. Ltd. Aspen Partners joined the executive team most recently as the Owner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Ltd. Aspen Partners	Owner	1 Feb 2002	50% - 75%	65-0652670
Jeremy Lee Standrod	Managing director	1 Feb 2002	Other	4643874
Douglas E Dunn	Owner/managing director	1 Feb 2002	50% - 75%	4185695
Kenneth Eugene Banwart	Managing director	1 Feb 2002	Other	1015951
James Gerald Christian	Managing director	1 Feb 2002	Other	4643884

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Kenneth Eugene Banwart	Managing director/shareholder	1 Feb 1996	50% - 75%	1015951
James Gerald Christian	President/shareholder	1 Jan 2002	25% - 50%	4643884

Based in Atlanta

The principal office where Qed Capitalworks LLC performs its advisory services is located at 1230 Peachtree Street Ne, Atlanta, GA 30309, which is also the mailing address of the firm. An additional office of the firm is in Flagstaff, AZ. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 404-879-5126 or by fax 404-879-5128. The normal business hours are 9:00am - 5:00pm on Monday - Friday.