Qapital Invest, LLC

Registered investment adviser · New York, NY · CRD #283762

Form ADV data as of 2026-09-01

Regulatory assets

$42.1 million

Total accounts

30,166

Employees

Disclosure events

Firm details

Website: https://www.qapital.com/
Telephone: 646-603-6904
SEC file number: 801-112184
Most recent Form ADV filing: 2026-01-30
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$42.1 million
Non-discretionary regulatory assets under management	$0
Total regulatory assets under management	$42.1 million
Discretionary accounts	30,166
Non-discretionary accounts	0
Total accounts	30,166
Regulatory assets under management attributable to non-U.S. persons	$0

People

Total employees (excluding clerical)	9
Employees performing investment advisory functions (including research)	1
Employees who are registered representatives of a broker-dealer	1
Employees registered as investment adviser representatives with a state	1
Employees registered as IARs for another investment adviser	1
Employees who are licensed insurance agents	0
Firms or persons who solicit advisory clients on the firm's behalf	1

Custody

Has custody of client cash or bank accounts	No
Has custody of client securities	Yes
Client funds and securities held in the firm's custody	$0
Clients for whom the firm has custody	0
A related person has custody of client cash or bank accounts	Yes
A related person has custody of client securities	Yes
Client funds and securities held in a related person's custody	$5.0 million
Clients for whom a related person has custody	3,150
The firm acts as a qualified custodian	Yes
A related person acts as a qualified custodian	Yes
Number of persons acting as qualified custodians for the firm's clients	2

How the firm is compensated

A percentage of assets under managementFixed fees (other than subscription fees)

Advisory services offered

Portfolio management for individuals and/or small businesses

Affiliated related persons

Broker-dealer, municipal securities dealer, or government securities broker or dealerOther investment adviser (including financial planners)Registered municipal advisorRegistered security-based swap dealerFutures commission merchantSponsor, general partner, or managing member of pooled investment vehicles

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Brokers or dealers selected under 8.C.(3) are related persons
Recommends brokers or dealers to clients

Client types

Type of client	Clients	Assets
Individuals (other than high net worth individuals)	30,166	$42.1 million