QRG Capital Management, Inc.

Overview

QRG Capital Management, Inc. is an SEC registered investment adviser based in Berwyn, PA, registered since 2020. It reports $11.4B in assets under management across 27,393 accounts, with 12 employees. It has 1 investment adviser representatives.

Reported AUM

$11.4B

Discretionary

100%

Accounts

27,393

Average account

$416K

Employees

12

Advisory reps

1

Registered since

2020

Jurisdictions

53

As reported in the firm's June 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Other clients

Fee structure

Percentage of Assets

Executive officers 3 of 8

• Christopher Russell Todd Chief Executive Officer CRD 2275948
• Janis Zvingelis Director of Quantitative Research, Principal CRD 5158206
• Brandon Rockwell Thomas Co-Chief Investment Officer CRD 2071577

5 more executive officers, with direct contact details

Advisory reps 1 of 1

• Janis Zvingelis Investment Adviser Rep CRD 5158206

Location

Headquarters

1000 Chesterbrook Blvd Ste 250
Berwyn, PA 19312

County

Chester

Metro area

Philadelphia-Camden-Wilmington, PA-NJ-DE-MD

Region

Northeast

Registrations

• SEC registered
• Registered in 53 jurisdictions
• Website: envestnet.com/qrg

Every state, with registration dates

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