Jeffrey Spitzmiller has been CEO, CIO, & Chief Compliance Officer of Queen City Capital Management since July 2012, is a control person of the firm and directly owns between 25% and 50% of it. Jeffrey Spitzmiller holds a Bachelor of Business Administration in Finance from Miami University and a Master of Science in Management from Boston University.
Queen City Capital Management, LLC is a Cincinnati, OH firm with $114M under management, 173 clients and 1 adviser in one office, as of its March 2026 filing.
Jeff Spitzmiller is Life Planning & Investment Counselor and Chief Compliance Officer of Ohana Wealth & Life Planning. Spitzmiller is responsible for the research and investment policy functions and for overseeing the life planning process at Ohana. Spitzmiller began an investment management and wealth planning career in Cincinnati in 1994, and in 2012 started Queen City Capital Management, which Spitzmiller still runs.
Jeffrey Spitzmiller’s longest registration is the current one, 14 years at Queen City Capital Management since 2012. Before joining Queen City Capital Management in 2012, Jeffrey Spitzmiller was registered through Securities America Advisors, Inc. and Brecek & Young Advisors, Inc.
- – present · 14 yearsCincinnati, OH · Adviser representative · Firm CRD 162785
- Securities America Advisors, Inc.– · under a yearLavista, NE · Adviser representative · Firm CRD 110518
- Brecek & Young Advisors, Inc.– · 7 yearsCincinnati, OH · Adviser representative · Firm CRD 40395
Professional designations
Listed by Queen City Capital Management
- Chartered Financial Analyst (CFA®)
- Registered Life Planner (RLP®)
Investment adviser representative registrations
Jeffrey Spitzmiller is registered as an investment adviser representative in Ohio, since July 2012.
- OhioSince 23 July 2012
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7 | General Securities Representative Examination | 17 February 2005 |
- Name
- General Securities Representative Examination
- Full name
- Jeffrey Joseph Spitzmiller
- CRD
- 4418218
- Firm
- Queen City Capital Management · CRD 162785
- Role
- CEO, CIO, & Chief Compliance Officer
- Office
- 212 EAST THIRD STREET, SUITE 100, Cincinnati, OH 45202
- Registration
- Investment adviser registration
- In the industry since
- October 2004
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- ohanaplanning.com
Where does Jeffrey Spitzmiller work?
Jeffrey Spitzmiller has been CEO, CIO, & Chief Compliance Officer of Queen City Capital Management, LLC since July 2012, and is a control person of the firm.
Is Jeffrey Spitzmiller a financial advisor?
Yes. Jeffrey Spitzmiller has a current investment-adviser registration in Ohio, through Queen City Capital Management since July 2012.
How many years of experience does Jeffrey Spitzmiller have?
Jeffrey Spitzmiller has 22 years in the financial industry, since October 2004, across 3 adviser firms.
What exams has Jeffrey Spitzmiller passed?
Jeffrey Spitzmiller passed the Series 7 in February 2005.
Where did Jeffrey Spitzmiller work before Queen City Capital Management?
Before Queen City Capital Management, Jeffrey Spitzmiller was registered through Securities America Advisors, Inc., January 2009 to January 2009; Brecek & Young Advisors, Inc., August 2004 to May 2012.
Where is Jeffrey Spitzmiller based?
Jeffrey Spitzmiller’s registered office is in Cincinnati, OH.
Is Jeffrey Spitzmiller registered with FINRA?
No. Jeffrey Spitzmiller has no current broker registration.
Is Jeffrey Spitzmiller a CFA charterholder?
Queen City Capital Management lists Jeffrey Spitzmiller with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
How can I verify Jeffrey Spitzmiller’s record?
Search CRD 4418218 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeffrey Spitzmiller’s full registration record.