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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 10b 100b

QRG CAPITAL MANAGEMENT, INC.

CRD 305277

BERWYN, PA

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Search this name across graphsid dfx:ria:98d8c401-d442-37cf-551b-7ab1e73e4cbb

Data as of Jun 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:22 AM UTC and rebuilt at most every 15 minutes.

Relationships: 27
Dated events: 12
On other graphs: 0
Observed: Jan 15, 2020 to Jun 30, 2026
25 observations

Across DFX

owners resolved from Schedule A/B to their own records, measured by hand

Private Equityowner

Bain Capital Fund Xiii, L.P.

owned by this fund per Schedule A/B (the fund is on its sponsor's Form ADV) · confidence 90% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.92 fund_share=0.0 institutional_share=0.01 related_bd=true related_bank=true bd_reps=0.0 bank_owner=false
Regulatory AUM: $11BItem 5.F on the latest filing (2026-06-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $11B
Private client RAUM: $10BderivedItem 5.D individuals plus high net worth individuals
Private client share: 92%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $5.7Bderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 12
Advisory employees: 12
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 27,393
Individual clients: 24,822
High net worth clients: 1,783
SEC number: 801-118081
CIK: 1996454
CRD: 305277
Filings on the tape: 25
First filed: Jan 15, 2020
Latest filed: Jun 30, 2026
Organised: Corporation, DE

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JANIS ZVINGELIS	Chartered Financial Analyst	BERWYN, PA \| Flower Mound, TX	6	18	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BCPE PEQUOD BUYER, INC.	Owner	E	yes	11/2024	Dec 6, 2024	Dec 20, 2024
BCPE PEQUOD INTERMEDIATE, LLC	Owner	E	yes	11/2024	Dec 6, 2024	Dec 20, 2024
BCPE PEQUOD INVESTOR, LP	Owner	D	yes	11/2024	Dec 6, 2024	Dec 20, 2024
BCPE PEQUOD PARENT , INC.	Owner	E	yes	11/2024	Dec 6, 2024	Dec 20, 2024
BCPE PEQUOD TOPCO, LP	Owner	E	yes	11/2024	Dec 6, 2024	Dec 20, 2024
D'AURIA, DANA, MARIE	CO-CHIEF INVESTMENT OFFICER	Na	yes	12/2022	Feb 1, 2023	Dec 20, 2024
ENVESTNET, INC.	Shareholder	E	yes	08/2019	Jan 15, 2020	Dec 20, 2024
FOX, JAMES, LAWRENCE	INTERIM CHIEF EXECUTIVE OFFICER	Na	yes	04/2024	Mar 28, 2024	Dec 20, 2024
O'BRIEN, SHELLY, S	CHIEF LEGAL OFFICER/GENERAL COUNSEL/SECRETARY	Na	yes	12/2022	Feb 1, 2023	Dec 20, 2024
SIPP, THOMAS, MICHAEL	EVP, ENVESTNET BUSINESS LINES	Na	yes	12/2022	Feb 1, 2023	Dec 20, 2024
THOMAS, BRANDON, ROCKWELL	CO-CHIEF INVESTMENT OFFICER	Na	yes	08/2019	Jan 15, 2020	Dec 20, 2024
ZVINGELIS, JANIS	DIRECTOR OF QUANTITATIVE RESEARCH/PRINCIPAL	Na	yes	08/2019	Jan 15, 2020	Dec 20, 2024
BAIN CAPITAL FUND XIII, L.P.	Owner	C	no	11/2024	Dec 6, 2024	Dec 20, 2024
HEIN, DAVID, Lee	CHIEF COMPLIANCE OFFICER	Na	no	08/2019	Jan 15, 2020	Dec 20, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
ENVESTNET ASSET MANAGEMENT, INC.	n/a	Independent wealth	$615B	N	yes	n/a
ENVESTNET PORTFOLIO SOLUTIONS, INC.	n/a	Independent wealth	$17B	N	yes	n/a
ENVESTNET RETIREMENT SOLUTIONS, LLC	n/a	Institutional manager	$16B	N	yes	n/a
ATEGENOS CAPITAL, LLC	n/a	Mixed wealth	$1.1B	N	yes	n/a
FDX ADVISORS, INC.	n/a	Asset manager	$833M	N	yes	n/a
ENVESTNET SECURITIES, INC.	n/a	n/a	n/a	N	yes	n/a
FIDX GROUP LLC	n/a	n/a	n/a	N	yes	n/a
FIDX MARKETS LLC	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Berwyn	Pa	United States	3	yes

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 6 of 8

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 10, 2026	$11B	$11B	12	12	1	n/a	n/a
2024	Mar 31, 2025	$11B	$11B	14	4	1	n/a	n/a
2023	Mar 28, 2024	$7.6B	$7.6B	16	16	1	n/a	n/a
2022	Mar 31, 2023	$0	$0	16	16	1	n/a	n/a
2021	Mar 31, 2022	$0	$0	10	9	0	n/a	n/a
2020	Mar 31, 2021	$0	$0	10	7	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$11B	$11B	0.5%	$0	n/a	12	14	0	1

Relationships

Affiliated with (11)

→ FDX ADVISORS, INC.Registered adviserother investment adviser, common control
factForm ADV
→ ENVESTNET PORTFOLIO SOLUTIONS, INC.Registered adviserother investment adviser, common control
factForm ADV
→ ENVESTNET PMCRegistered adviserother investment adviser, common control
factForm ADV
→ ENVESTNET RETIREMENT SOLUTIONS, LLCRegistered adviserother investment adviser, common control
factForm ADV
→ AC WEALTH PARTNERSRegistered adviserother investment adviser, common control
factForm ADV
← FDX ADVISORS, INC.Registered adviserother investment adviser, common control
factForm ADV
← ENVESTNET PORTFOLIO SOLUTIONS, INC.Registered adviserother investment adviser, common control
factForm ADV
← ENVESTNET PMCRegistered adviserother investment adviser, common control
factForm ADV
← ENVESTNET RETIREMENT SOLUTIONS, LLCRegistered adviserother investment adviser, common control
factForm ADV
← AC WEALTH PARTNERSRegistered adviserother investment adviser, common control
factForm ADV
← ENVESTNET EMBEDDED ADVISORY, INC.Registered adviserother investment adviser, common control
factForm ADV

Registered with (2)

← BRANDON ROCKWELL THOMASAdvisorregistration: current employment
May 18, 2020 to presentfactForm ADV
← JANIS ZVINGELISAdvisorregistration: current employment
Mar 23, 2020 to presentfactForm ADV

Controls (12)

← THOMAS, BRANDON, ROCKWELLOwnerCO-CHIEF INVESTMENT OFFICER, ownership code NA, individual
Jan 15, 2020 to Dec 20, 2024factForm ADV
← SIPP, THOMAS, MICHAELOwnerEVP, ENVESTNET BUSINESS LINES, ownership code NA, individual
Feb 1, 2023 to Dec 20, 2024factForm ADV
← FOX, JAMES, LAWRENCEOwnerINTERIM CHIEF EXECUTIVE OFFICER, ownership code NA, individual
Mar 28, 2024 to Dec 20, 2024factForm ADV
← O'BRIEN, SHELLY, SOwnerCHIEF LEGAL OFFICER/GENERAL COUNSEL/SECRETARY, ownership code NA, individual
Feb 1, 2023 to Dec 20, 2024factForm ADV
← ZVINGELIS, JANISOwnerDIRECTOR OF QUANTITATIVE RESEARCH/PRINCIPAL, ownership code NA, individual
Jan 15, 2020 to Dec 20, 2024factForm ADV
← D'AURIA, DANA, MARIEOwnerCO-CHIEF INVESTMENT OFFICER, ownership code NA, individual
Feb 1, 2023 to Dec 20, 2024factForm ADV
← BCPE PEQUOD BUYER, INC.OwnerOWNER, ownership code E, domestic entity
Dec 6, 2024 to Dec 20, 2024factForm ADV
← BCPE PEQUOD INTERMEDIATE, LLCOwnerOWNER, ownership code E, domestic entity
Dec 6, 2024 to Dec 20, 2024factForm ADV
← BCPE PEQUOD INVESTOR, LPOwnerOWNER, ownership code D, domestic entity
Dec 6, 2024 to Dec 20, 2024factForm ADV
← BCPE PEQUOD PARENT , INC.OwnerOWNER, ownership code E, domestic entity
Dec 6, 2024 to Dec 20, 2024factForm ADV
← BCPE PEQUOD TOPCO, LPOwnerOWNER, ownership code E, domestic entity
Dec 6, 2024 to Dec 20, 2024factForm ADV
← ENVESTNET, INC.OwnerSHAREHOLDER, ownership code E, domestic entity
Jan 15, 2020 to Dec 20, 2024factForm ADV

Owns (2)

← HEIN, DAVID, LeeOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jan 15, 2020 to Dec 20, 2024factForm ADV
← BAIN CAPITAL FUND XIII, L.P.OwnerOWNER, ownership code C, domestic entity
Dec 6, 2024 to Dec 20, 2024factForm ADV

Dated events

Occurred
Mar 31, 2025
Regulatory AUM changed
Qrg Capital Management, Inc. reported RAUM $11.4B, up 48% from $7.6B (2025-02-18 to 2025-03-31)
Form ADVobserved 5 days ago
$3.7B
Occurred
Mar 28, 2024
Control person joined
Lawrence James Fox (Interim Chief Executive Officer) appeared on Schedule A of Qrg Capital Management, Inc.
Form ADVobserved 5 days ago
Occurred
Mar 28, 2024
Control person left
C. William Crager (Chief Executive Officer) no longer on Schedule A of Qrg Capital Management, Inc. (listed 2024-01-24, absent 2024-03-28)
Form ADVobserved 5 days ago
Occurred
Mar 28, 2024
Control person left
Michael Robert Coppola (Chief Technology Officer) no longer on Schedule A of Qrg Capital Management, Inc. (listed 2024-01-24, absent 2024-03-28)
Form ADVobserved 5 days ago
Occurred
Jan 24, 2024
Control person left
David Joshua Mayer (Chief Operating Officer) no longer on Schedule A of Qrg Capital Management, Inc. (listed 2023-11-13, absent 2024-01-24)
Form ADVobserved 5 days ago
Occurred
Feb 1, 2023
Control person joined
David Joshua Mayer (Chief Operating Officer) appeared on Schedule A of Qrg Capital Management, Inc.
Form ADVobserved 5 days ago
Occurred
Feb 1, 2023
Control person joined
S Shelly O'Brien (Chief Legal Officer/General Counsel/Secretary) appeared on Schedule A of Qrg Capital Management, Inc.
Form ADVobserved 5 days ago
Occurred
Feb 1, 2023
Control person joined
Marie Dana D'Auria (Co-Chief Investment Officer) appeared on Schedule A of Qrg Capital Management, Inc.
Form ADVobserved 5 days ago
Occurred
Feb 1, 2023
Control person joined
Michael Thomas Sipp (Evp, Envestnet Business Lines) appeared on Schedule A of Qrg Capital Management, Inc.
Form ADVobserved 5 days ago
Occurred
Feb 1, 2023
Control person joined
C. William Crager (Chief Executive Officer) appeared on Schedule A of Qrg Capital Management, Inc.
Form ADVobserved 5 days ago
Occurred
Feb 1, 2023
Control person joined
Michael Robert Coppola (Chief Technology Officer) appeared on Schedule A of Qrg Capital Management, Inc.
Form ADVobserved 5 days ago
Occurred
Jan 15, 2020
First Form ADV filing
Qrg Capital Management, Inc. filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:98d8c401-d442-37cf-551b-7ab1e73e4cbb
First observed: Jan 15, 2020
Last observed: Jun 30, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

QRG CAPITAL MANAGEMENT, INC.

CRD 305277

BERWYN, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:98d8c401-d442-37cf-551b-7ab1e73e4cbb

Data as of Jun 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:22 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JANIS ZVINGELIS

Chartered Financial Analyst

BERWYN, PA | Flower Mound, TX

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BCPE PEQUOD BUYER, INC.

Owner

yes

11/2024

Dec 6, 2024

Dec 20, 2024

BCPE PEQUOD INTERMEDIATE, LLC

Owner

yes

11/2024

Dec 6, 2024

Dec 20, 2024

BCPE PEQUOD INVESTOR, LP

Owner

yes

11/2024

Dec 6, 2024

Dec 20, 2024

BCPE PEQUOD PARENT , INC.

Owner

yes

11/2024

Dec 6, 2024

Dec 20, 2024

BCPE PEQUOD TOPCO, LP

Owner

yes

11/2024

Dec 6, 2024

Dec 20, 2024

D'AURIA, DANA, MARIE

CO-CHIEF INVESTMENT OFFICER

yes

12/2022

Feb 1, 2023

Dec 20, 2024

ENVESTNET, INC.

Shareholder

yes

08/2019

Jan 15, 2020

Dec 20, 2024

FOX, JAMES, LAWRENCE

INTERIM CHIEF EXECUTIVE OFFICER

yes

04/2024

Mar 28, 2024

Dec 20, 2024

O'BRIEN, SHELLY, S

CHIEF LEGAL OFFICER/GENERAL COUNSEL/SECRETARY

yes

12/2022

Feb 1, 2023

Dec 20, 2024

SIPP, THOMAS, MICHAEL

EVP, ENVESTNET BUSINESS LINES

yes

12/2022

Feb 1, 2023

Dec 20, 2024

THOMAS, BRANDON, ROCKWELL

CO-CHIEF INVESTMENT OFFICER

yes

08/2019

Jan 15, 2020

Dec 20, 2024

ZVINGELIS, JANIS

DIRECTOR OF QUANTITATIVE RESEARCH/PRINCIPAL

yes

08/2019

Jan 15, 2020

Dec 20, 2024

BAIN CAPITAL FUND XIII, L.P.

Owner

11/2024

Dec 6, 2024

Dec 20, 2024

HEIN, DAVID, Lee

CHIEF COMPLIANCE OFFICER

08/2019

Jan 15, 2020

Dec 20, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

ENVESTNET ASSET MANAGEMENT, INC.

n/a

Independent wealth

$615B

yes

n/a

ENVESTNET PORTFOLIO SOLUTIONS, INC.

n/a

Independent wealth

$17B

yes

n/a

ENVESTNET RETIREMENT SOLUTIONS, LLC

n/a

Institutional manager

$16B

yes

n/a

ATEGENOS CAPITAL, LLC

n/a

Mixed wealth

$1.1B

yes

n/a

FDX ADVISORS, INC.

n/a

Asset manager

$833M

yes

n/a

ENVESTNET SECURITIES, INC.

n/a

yes

n/a

FIDX GROUP LLC

n/a

yes

n/a

FIDX MARKETS LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Berwyn

United States

yes

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 10, 2026

$11B

n/a

2024

Mar 31, 2025

$11B

n/a

2023

Mar 28, 2024

$7.6B

n/a

2022

Mar 31, 2023

n/a

2021

Mar 31, 2022

n/a

2020

Mar 31, 2021

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$11B

0.5%

n/a