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Neil Robert Bourgeois

QUEEN CITY CAPITAL MANAGEMENT, LLC·CINCINNATI, Ohio
Unclaimed Profile
212 EAST THIRD STREET, CINCINNATI, OH 45202CRD# 1403485Firm CRD# 162785
01

About

Neil Robert Bourgeois is a registered financial advisor based in CINCINNATI, Ohio, affiliated with QUEEN CITY CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
QUEEN CITY CAPITAL MANAGEMENT, LLC
QUEEN CITY CAPITAL MANAGEMENT, LLC
AUM
$100M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at QUEEN CITY CAPITAL MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SUB ADVISER FEES
Regulatory
SEC/IARD CRD# 1403485
Firm CRD# 162785
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Neil Robert Bourgeois offer?
Neil Robert Bourgeois specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CINCINNATI, Ohio for a consultation.
What are Neil Robert Bourgeois's credentials?
Neil Robert Bourgeois is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Neil Robert Bourgeois located?
Neil Robert Bourgeois is based in CINCINNATI, Ohio, working with QUEEN CITY CAPITAL MANAGEMENT, LLC. Their office serves clients in the CINCINNATI metropolitan area and surrounding communities.
How does Neil Robert Bourgeois charge for services?
Neil Robert Bourgeois's firm is compensated through percentage of aum, hourly charges, subscription fees, other: sub adviser fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is QUEEN CITY CAPITAL MANAGEMENT, LLC?
QUEEN CITY CAPITAL MANAGEMENT, LLC has approximately 3 employees and manages $100M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at QUEEN CITY CAPITAL MANAGEMENT, LLC

Jeffrey Joseph Spitzmiller
CINCINNATI, OH
Thomas Herbert Wingo
CINCINNATI, OH
Anders Kristian Juel
CINCINNATI, OH
Charles Frederick Hais
CINCINNATI, OH
Jeffrey Robert Walkup
CINCINNATI, OH
Michael William Popil
CINCINNATI, OH

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