Qm Advisors Llc
- Regulatory AUM
- $140M
- Discretionary
- $120M
- Clients
- 161
- Avg AUM / client
- $870K
- Accounts
- 161
- Employees
- 9
AUM over time
Annual snapshots from Form ADV filings · as of Mar 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 91 | $26.8M | 19.2% |
| High net worth individuals | 63 | $80.5M | 57.5% |
| Pooled investment vehicles (non-investment companies) | 2 | $12.8M | 9.11% |
| Pension and profit sharing plans | 4 | $20.0M | 14.2% |
| Charitable organizations | 1 | $61.6K | 0.04% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Strack, Inc. 401(k) Profit Sharing Plan Strack, Incorporated | Fairburn, GA | 2024 |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| David Michael Simmons | Registered representative | Jul 2018 (8y) | ||
| Darren Russell Heil | Registered representative | Sep 2018 (8y) | ||
| Jeffrey James Connor | Registered representative | Apr 2019 (7y) | ||
| John Eric Bauman | Registered representative | May 2019 (7y) | ||
| Andrew J Toering | Registered representative | CFP | Nov 2019 (7y) | |
| Harold Tyler Gay | Registered representative | Jan 2020 (7y) | ||
| Joshua Oliver Edmonds | Registered representative | Apr 2023 (3y) | ||
| Joseph S Yoon | Registered representative | CFP | May 2024 (2y) | |
| John Paxton De Ment | Registered representative | CFP | Dec 2024 (2y) | |
| David Ray O'dell | Registered representative | May 2026 (0y) |
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 (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Strack, Inc. 401(k) Profit Sharing Plan | Strack, Incorporated | 284 | $14.7M | 04/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/25/2026 | 1.17 MB | 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
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Pension consulting services
Custody
Reported custodians
- Axos Clearing $80.0M (57% of AUM) Mar 2026
- Charles Schwab & Co. $32.6M (23% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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: Mar 25, 2026.
View current Form ADV (SEC/IAPD) ↗