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Qed Investments LLC (Lexington)


Qed Investments LLC is a large advisory firm based in Lexington. It manages $855.8 million of regulatory assets for 725 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Connecticut, Georgia, Massachusetts, and 5 other states.

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Qed Investments provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Qed Investments: assets under management

The assets under management (AUM) of Qed Investments LLC is $855.8 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $855.8 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.18 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Qed Investments LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Lexington

The principal office where Qed Investments LLC performs its advisory services is located at Suite 230,2525 Harrodsburg Rd, Lexington, KY 40504, which is also the mailing address of the firm. An additional office of the firm is in Westfield, KY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 859-219-0550 or by fax 859-219-0561. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at qedinvest.com.


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