QRG CAPITAL MANAGEMENT, INC.

CRD 305277 · SEC 801-118081

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222 N. LASALLE ST., SUITE 625, CHICAGO, IL, 60601, United States

Phone

312-827-2800

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$11.41B

Discretionary AUM

$11.41B

Team

12 total employees; 12 advisory reps

Clients

Fees

Percentage of AUM

Org form

Corporation

Filing date

2026-04-10

Disciplinary history

Services

Portfolio management (individuals)Portfolio management (institutions)

Client types

Type	Clients	AUM
Individuals	24822	$6.26B
High net worth individuals	1783	$4.23B
Charitable organizations	65	$163.5M
Corporations/business entities	705	$746.5M

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

https://www.facebook.com/Envestnet/
HTTP://WWW.ENVESTNET.COM/qrg
https://www.youtube.com/channel/UCSKSh09e27bKbsxuSeg2jqw
https://www.envestnet.com
https://www.linkedin.com/company/envestnet
https://x.com/Envestnet_
https://www.instagram.com/envestnet/

Official SEC filing: View on IAPD