Qapital Invest, LLC

Qapital Invest, LLC is a registered investment adviser based in New York, established in 2014, offering automated investment services through the internet. The firm provides individualized portfolios designed to align with clients' investment objectives and risk tolerances using algorithms. Clients have the option to choose from five model portfolios based on their risk profiles, with the firm managing assets on a discretionary basis. Qapital charges a monthly subscription fee of $6 for Qapital Complete and $12 for Qapital Premier, with additional fees for Wedbush Next clients based on a 0.30% annual fee. The firm does not impose a minimum account size requirement and does not accept performance-based fees. Qapital's investment strategies focus on ETFs, with portfolios rebalanced periodically to optimize returns. Clients are advised on the risks associated with investments, including correlation, concentration, and diversification risks. Qapital does not receive soft dollar benefits and does not permit directed brokerage. The firm's employees are subject to a Code of Ethics and are prohibited from trading securities in which they have a material financial interest. Qapital does not have any legal or disciplinary events to report and does not receive compensation from sources other than clients. The firm's custodian maintains physical custody of client assets, with clients receiving reports on asset values and transactions. Qapital does not accept authority to vote client securities and has no financial commitments that impair its ability to meet client commitments.