QM Advisors LLC

RIASEC Registered

Total AUM

$140M

Discretionary

$120M

86% of AUM

Avg account

$870K

Accounts

161

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 297438
Registered since: April 17, 2025
Website: www.qmadvisors.com
Custodians: AXOS CLEARING LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI57.45%
Individuals19.15%
Pension & Profit Sharing Plans14.24%
Pooled Investment Vehicles9.11%
Charitable Organizations0.04%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPension Consulting

Firm profile

FINTRX

Overview

QM Advisors LLC is an independent registered investment adviser organized as an LLC. The firm reports SEC registration in 2025 and serves both individual/family and institutional clients. Its advisory scope includes financial planning and portfolio management for individuals and small businesses, management of pooled investment vehicles, and pension consulting services. QM Advisors also performs roles as sponsor, general partner, and managing member of pooled vehicles and lists CPO/CTA among its business activities. Compensation mixes include percentage-of-AUM fees as well as hourly and fixed-fee arrangements. The firm does not identify as an active ESG investor.