Qp Consulting, Llc
- Regulatory AUM
- $560M
- Discretionary
- $92.7M
- Clients
- 74
- Avg AUM / client
- $7.6M
- Accounts
- 76
- Employees
- 2
AUM over time
Annual snapshots from Form ADV filings · as of Jan 20, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 13 | $8.0M | 1.43% |
| High net worth individuals | 28 | $83.8M | 15.0% |
| Pension and profit sharing plans | 33 | $444M | 79.4% |
| Charitable organizations | Fewer than 5 clients | $973K | 0.17% |
| State or municipal government entities | Fewer than 5 clients | $22.6M | 4.05% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Indiana Oxygen 401(k) Plan Indiana Oxygen Company | 2024 | |
| Hbw 401(k) Plan Hbw Properties, Inc. Dba Hbw Group | 2024 | |
| Reston Association Retirement Savings Plan Reston Association | 2024 |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Mark Joseph Ivcevich | Managing Member & Chief Compliance Officer | Jan 2004 (23y) | 75% or more | |
| Paul Weeda | Registered representative | Feb 2022 (4y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (3)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Indiana Oxygen 401(k) Plan | Indiana Oxygen Company | 186 | $8.7M | 01/01/2024 |
| Hbw 401(k) Plan | Hbw Properties, Inc. Dba Hbw Group | 88 | $12.2M | 01/01/2024 |
| Reston Association Retirement Savings Plan | Reston Association | 94 | $14.5M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/20/2026 | 952 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • PERCENTAGE OF THE OVERALL ASSETS OF THE QUALIFIED PLAN
Services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Great West Life & Annuity $167M (30% of AUM) Jan 2026
- Ascensus Trust Company $108M (19% of AUM) Jan 2026
- Charles Schwab & Co. $98.1M (18% of AUM) Jan 2026
- Reliance Trust Company $74.2M (13% of AUM) Jan 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 20, 2026.
View current Form ADV (SEC/IAPD) ↗