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QUEEN CITY CAPITAL MANAGEMENT, LLC
CRD 162785 · SEC 801-76921
212 EAST THIRD STREET, SUITE 100, CINCINNATI, OH, 45202, United States
Phone
(513) 721-6089
Fax
(513) 639-7610
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$114.4M
Discretionary AUM
$114.4M
Team
2 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersPublication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 130 | $49.5M |
| High net worth individuals | 43 | $64.9M |
States served
IN, KY, OH, FL
All web addresses on file
- http://www.qccmonline.com
- http://www.queencitycapitalmanagement.com
- http://www.ohanaplanning.com
- http://www.ohanalifeplanning.com
- http://www.ohanawealthplanning.com
- http://www.facebook.com/ohanaplanning
- http://www.twitter.com/ohanaplanning
- http://www.linkedin.com/company/ohana-wealth-and-life-planning
- http://www.instagram.com/ohanaplanning
- https://www.linkedin.com/in/jeff-spitzmiller-cfa%C2%AE-rlp%C2%AE-83172b50/
Official SEC filing: View on IAPD