Kiran Ellis
Investment adviser representative at Capital Q Management LLC
15 yearsExperience
1 stateRegistered in
$93.4MFirm assets
Under 1 yearFirm in business
Are you Kiran Ellis? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
15 years in the industry.
- Capital Q Management LLCFeb 2026 to now
- Smart Tours OrlaandoMay 2025 to Feb 2026
- Lyons Wealth ManagementJan 2021 to May 2025
- StudentJan 2011 to Jan 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (FL).
Capital Q Management LLC
$93.4MAssets managed
2Clients
1Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8232232
- Firm CRD
- 305337