DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Q Capital Solutions
Legal name Rwq Financial Management Services, Inc.
Latest filing Mar 26, 2026
First filing on the tape Mar 8, 2021 · 26 filings
SEC status approved since Apr 9, 2021
RAUM
$222M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
96%
$212M individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
$222M
derived; firm RAUM over IAPD count
Employees
2
1 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
26 filings and snapshots on the tape
RAUM$222M as of Mar 26, 2026
Mar 15, 2022$136M then
HNW client RAUM$171M as of Mar 26, 2026
Mar 15, 2022$101M then
State-registered IARs (5.B.3)1 as of Mar 26, 2026
Mar 15, 20223 then
Employees (5.A)2 as of Mar 26, 2026
Mar 15, 20224 then
Private funds: no history
RAUM -13% over the last fiscal year+34% a year over threeIARs 2 to 1offices 2 to 1
Practice profile
derived from the filing of Mar 26, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $222MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 225derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.1MderivedHNW RAUM over HNW clients
- Average account
- $823,244derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 4.4%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 2.0derivedItem 5.A over advisors
- Advisors per office
- 0.5derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- -13%derivedbetween the last two annual amendments
- Advisor growth, one year
- -50%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +22%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, pension consultingreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client securities (9.A.1.b)
- marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$171M77%
- Individuals$41.8M19%
- Pension and profit-sharing plans$9.8M4.4%
- Individual clients
- 142reported
- HNW clients
- 83reported
- Pension plan clients
- 8reported
- Charitable clients
- n/areported
- Accounts
- 270reported
- Financial planning clients
- 1-10reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.96 fund_share=0.0 institutional_share=0.04 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
1 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Robert William QuinlanCertified Financial Planner | Naples, Fl | Jan 2, 2025 | 26 y | 7 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount1 left over 36 months
Left, latest
- Alfonso Rocco Saverino to Private Advisor Group, LLCMay 29, 2025 · RIA to affiliated broker-dealer or bank
Joined, latest
- Robert William Quinlan from Private Portfolio Partners, LLCJan 2, 2025 · RIA to RIA
- Alfonso Rocco Saverino from Metro Private Wealth LLCApr 4, 2023 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- William Robert Quinlan · Managing Member/Ccocontrolsince 11/2016 · owns 75% or more
Related persons
Schedule D 7.A
- Alfonso R. Saverinoinsurancey
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Red Bank, Nj | 0 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Red Bank, NJ1 employees
What changed
consecutive filings, newest first
- Accounts · 322 to 270Dec 10, 2025 to Mar 26, 2026
- HNW clients · 133 to 83Dec 10, 2025 to Mar 26, 2026
- Individual clients · 51 to 142Dec 10, 2025 to Mar 26, 2026
- Pension plan clients · 4 to 8Dec 10, 2025 to Mar 26, 2026
- Assets in custody · $13.0M to $10.0MDec 10, 2025 to Mar 26, 2026
- Discretionary RAUM · $256M to $222MDec 10, 2025 to Mar 26, 2026
- HNW RAUM · $205M to $171MDec 10, 2025 to Mar 26, 2026
- Individual RAUM · $44.4M to $41.8MDec 10, 2025 to Mar 26, 2026
- Pension RAUM · $5.9M to $9.8MDec 10, 2025 to Mar 26, 2026
- RAUM · $256M to $222MDec 10, 2025 to Mar 26, 2026
- Assets in custody · unset to 13000000.0Oct 30, 2025 to Dec 10, 2025
- Other offices · 2 to 1Apr 15, 2025 to May 30, 2025
- Advisory employees · 2 to 1Apr 15, 2025 to May 30, 2025
- Employees · 3 to 2Apr 15, 2025 to May 30, 2025
- Financial planning clients · 1-10 to 1-10Apr 15, 2025 to May 30, 2025
- State-registered IARs · 2 to 1Apr 15, 2025 to May 30, 2025
- Related insurance company · true to falseApr 15, 2025 to May 30, 2025
- Accounts · 255 to 322Oct 22, 2024 to Apr 15, 2025
- HNW clients · 127 to 133Oct 22, 2024 to Apr 15, 2025
- Individual clients · 23 to 51Oct 22, 2024 to Apr 15, 2025
- Pension plan clients · 11 to 4Oct 22, 2024 to Apr 15, 2025
- HQ city · unset to Oct 22, 2024 to Apr 15, 2025
- HQ state · unset to Oct 22, 2024 to Apr 15, 2025
- Other offices · 1 to 2Oct 22, 2024 to Apr 15, 2025
- Discretionary RAUM · $246M to $256MOct 22, 2024 to Apr 15, 2025
- HNW RAUM · $221M to $205MOct 22, 2024 to Apr 15, 2025
- Individual RAUM · $3.4M to $44.4MOct 22, 2024 to Apr 15, 2025
- Pension RAUM · $21.1M to $5.9MOct 22, 2024 to Apr 15, 2025
- RAUM · $246M to $256MOct 22, 2024 to Apr 15, 2025
- Accounts · 203 to 255Nov 28, 2023 to Mar 27, 2024
- HNW clients · 69 to 127Nov 28, 2023 to Mar 27, 2024
- Individual clients · 61 to 23Nov 28, 2023 to Mar 27, 2024
- Pension plan clients · 14 to 11Nov 28, 2023 to Mar 27, 2024
- Employees · 4 to 3Nov 28, 2023 to Mar 27, 2024
- Discretionary RAUM · $92.4M to $246MNov 28, 2023 to Mar 27, 2024
- HNW RAUM · $75.6M to $221MNov 28, 2023 to Mar 27, 2024
- Individual RAUM · $10.0M to $3.4MNov 28, 2023 to Mar 27, 2024
- Pension RAUM · $6.9M to $21.1MNov 28, 2023 to Mar 27, 2024
- RAUM · $92.4M to $246MNov 28, 2023 to Mar 27, 2024
- Other offices · 2 to 1Apr 28, 2023 to Nov 2, 2023
Signals
3 dated events
- Alfonso Rocco Saverino left Q Capital Solutions for Private Advisor Group, Llc (registered 2025-05-29)May 29, 2025 · Advisor changed firm · fact
- Q Capital Solutions reported RAUM $245.9M, up 166% from $92.4M (2023-11-28 to 2024-03-27)Mar 27, 2024 · RAUM change · derived
- Q Capital Solutions filed its initial SEC registration (Form ADV)Mar 8, 2021 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Website
- qcapitalsolutions.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 732-600-5557reportedpublic record, Form ADV, Mar 26, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $222Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026