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QUEEN CITY CAPITAL MANAGEMENT, LLC
CRD 162785File 801-76921
APPROVED
Retail clients
Custody
Filing as of Mar 16, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$114.4M
Bottom 25% of cohort (national)
Discretionary AUM
$114.4M
Clients
173
247 accounts
Employees
2
Bottom 25% of cohort in OH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jul 23, 2012
- Principal office
- 212 EAST THIRD STREET, SUITE 100, CINCINNATI, OH, 45202
- Phone
- (513) 721-6089
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $114.4M
- Discretionary AUM
- $114.4M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 247
- Non-discretionary accounts
- 0
- Total accounts
- 247
- AUM per client
- $661K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 43 | $64.9M |
| Individuals (other than high net worth individuals) | 130 | $49.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 3 | 2 | decreased by1 |
| Apr 1, 2026 | Custody | No | Yes | |
| Apr 1, 2026 | Clients | 175 | 173 | decreased by2 |
| Apr 1, 2026 | AUM | $102,948,095 | $114,372,169 | increased by$11,424,074 |
| Apr 1, 2026 | Accounts | 260 | 247 | decreased by13 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 214 | 175 | decreased by39 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $109,763,665 | $102,948,095 | decreased by$6,815,570 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 323 | 260 | decreased by63 |
| Mar 1, 2022 | Clients | 224 | 214 | decreased by10 |
| Mar 1, 2022 | AUM | $110,326,635 | $109,763,665 | decreased by$562,970 |
| Mar 1, 2022 | Accounts | 346 | 323 | decreased by23 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “QUEEN CITY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“QUEEN CITY” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.