QUALITY FINANCIAL CONCEPTS

RIASEC RegisteredEst. 2026

Total AUM

$129M

Discretionary

$129M

100% of AUM

Avg account

$217K

Accounts

595

Employees

Advisory reps

Firm details

Headquarters: MARYVILLE, Tennessee
CRD number: 118886
Registered since: May 21, 2026
Website: www.goqfc.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals55.32%
HNWI36.67%
Corporations / Businesses4.49%
Pension & Profit Sharing Plans2.05%
Other1.46%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Quality Financial Concepts is an independent registered investment adviser organized as an LLC that acts as a capital allocator to third‑party managers. The firm serves both individual and family clients as well as institutional accounts, offering financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, manager selection and educational workshops. Its fee arrangements include asset‑based fees, hourly charges and fixed fees. Quality Financial Concepts lists industry ties to accounting and insurance firms and reports SEC registration in 2026.