QCA CAPITAL MANAGEMENT INC
SEC RegisteredInvestment Management Since 1922
About the firm
Quincy Cass Associates, Inc. is a full-service independent investment advisory and securities firm, described as Los Angeles's oldest investment firm, serving individual investors, high-net-worth families, businesses, and institutional clients since 1922. The firm takes a prudent, value-oriented approach to wealth creation and management, operating as a boutique organization focused on the financial well-being of each client.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Brokerage services (stocks, bonds, governments, treasuries), investment banking (private placements, financing), retirement services (Rollover IRA, SEP, Simple IRA, 401K), educational planning (529 Plan), trust and estate planning referrals, foundations, sports and entertainment, and investment management through QCA Capital Management with strategies including income generation, growth and income, and capital appreciation
Who they serve
Individual investors, high net worth families, businesses, institutional clients, small businesses, and families
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 55 | $58M |
| High Net Worth Individuals | 60 | $193M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 2 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Growth/Growth & Income - Less than $999,999 | 2.00% |
| Growth/Growth & Income - $1,000,000 to $4,999,999 | 1.50% |
| Growth/Growth & Income - $5,000,000 to $9,999,999 | 1.00% |
| Income/501(c)(3) - Less than $999,999 | 0.75% |
| Income/501(c)(3) - $1,000,000 to $4,999,999 | 0.50% |
| Income/501(c)(3) - $5,000,000 to $9,999,999 | 0.40% |
| Focused Equity - $1,000,000 to $9,999,999 | 2.00% |
| Focused Equity - $10,000,000 to $24,999,999 | 1.50% |
Data as of April 29, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. QCA CAPITAL MANAGEMENT INC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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