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QTR Family Wealth: $1.8B RIA Launch - News Directory 3

QTR Family Wealth: $1.8B RIA Launch

May 26, 2025 Catherine Williams Business
News Context
At a glance
  • Brothers wes and Chad Hunter have established QTR Family Wealth, a new full-service wealth management firm⁤ operating as an independent registered investment advisory⁤ (RIA) in Orlando, Fla.
  • The Hunter brothers bring a combined 40 years of experience to the new venture.They previously managed approximately $1.8 billion in assets at a major wirehouse and bison Wealth.
  • Chad Hunter, CEO and managing‍ partner of QTR Family Wealth, emphasized the importance of independence in serving clients.
Original source: connectmoney.com

QTR Family Wealth,a new independent RIA,has launched in Orlando,Florida,bringing $1.8 billion in assets under management. Brothers Wes and Chad Hunter, leveraging 40 years of combined experience,⁤ are now offering⁤ thorough wealth management solutions tailored⁣ for entrepreneurs, business owners,⁣ and multi-generational families. This represents a notable move to independence, enabling the firm to provide bespoke⁢ services including mergers and acquisitions planning, private market investments, and tax optimization, all without institutional constraints. Chad Hunter, CEO, highlights that independence allows them to meet client‍ needs effectively. Read the ⁢latest wealth management news at News ⁢Directory 3. Discover what’s next for QTR Family Wealth.

Key ⁤Points

  • QTR Family Wealth, an self-reliant RIA, debuts in Orlando.
  • The firm manages approximately $1.8 billion in assets.
  • Chad Hunter cites ⁤independence as key to client solutions.

QTR Family Wealth Launches Orlando RIA with ⁢$1.8B in Assets

‍ ‍ Updated May 26, ⁣2025
⁢

Brothers wes and Chad Hunter have established QTR Family Wealth, a new full-service wealth management firm⁤ operating as an independent registered investment advisory⁤ (RIA) in Orlando, Fla. The firm focuses on wealth management for entrepreneurs, business owners,⁣ and ⁣multi-generational families.

The Hunter brothers bring a combined 40 years of experience to the new venture.They previously managed approximately $1.8 billion in assets at a major wirehouse and bison Wealth. The new RIA, QTR Family Wealth, will concentrate on⁣ providing tailored strategies for⁤ mergers and acquisitions planning, private market investments, and tax optimization.

Chad Hunter, CEO and managing‍ partner of QTR Family Wealth, emphasized the importance of independence in serving clients. He said the move to launch their own RIA allows ⁢them to address complex challenges without the constraints of⁣ a large institution.‍ The Hunters had ⁢been affiliated with⁤ Bison Wealth since 2022 and previously operated as The Hunter⁢ Group at ⁤Merrill lynch.

Launching our own RIA is a natural evolution for us. We’ve always prioritized ⁢listening to our clients’ needs. Now, we have ⁢the independence to solve their most complex challenges without the limitations of ⁣a large ⁣institution.

Chad Hunter, CEO and managing partner of‍ QTR Family Wealth

What’s next

QTR⁢ Family Wealth plans to expand its services and client base,‍ focusing on personalized financial strategies and⁤ wealth management solutions for high-net-worth individuals and families in the Orlando area and beyond.

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