# QM Advisors LLC

> QM Advisors LLC is an SEC-registered investment advisory firm, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.

- CRD: 297438
- Filed as: QM ADVISORS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/297438
- AdvisorCensus page: https://advisorcensus.com/firm/qm-advisors-llc-297438

## Quick answers

**How is QM Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), QM Advisors LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does QM Advisors LLC charge?**
Its Form ADV Part 2A brochure dated March 25, 2026 states: Flat fee: $1,000 to $10,000 (creating client financial plans). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Is QM Advisors LLC registered with the SEC or a state?**
QM Advisors LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 297438.

**How much does QM Advisors LLC manage?**
QM Advisors LLC reports $140,091,484 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (86% discretionary).

**How have QM Advisors LLC's assets and staff changed since 2025?**
In the Form ADV data for QM Advisors LLC: Regulatory assets under management: $118,124,962 in the October 2025 data and $140,091,484 in the October 2026 data, up 19%. Total employees: 9 in October 2025 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does QM Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (91); high net worth individuals (63); pension and profit sharing plans (but not the plan participants or government pension plans) (4).

**Which custodians does QM Advisors LLC use?**
QM Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Axos Clearing LLC and Charles Schwab & Co., Inc. as custodians holding 10% or more of its separately managed account assets.

**Does QM Advisors LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/297438

**Does QM Advisors LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 25, 2026 says: "There is no account minimum for any of QAL’s services."

**What changed in QM Advisors LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $118,124,962 to $140,091,484 (+19%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 25, 2026)

- Account minimum: None

> There is no account minimum for any of QAL’s services.

- Flat fee: $1,000 to $10,000 (creating client financial plans)

> The negotiated fixed rate for creating client financial plans is between $1,000 and $10,000. The fixed fee is dependent on the complexity of the engagement

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Axos Clearing LLC
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $140,091,484
- Discretionary: $120,140,662
- Non-discretionary: $19,950,822

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 91 | $26,827,890 |
| High net worth individuals | 63 | $80,483,671 |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $12,767,539 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 4 | $19,950,822 |
| Charitable organizations | 1 | $61,562 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services

### Firm details
- Registered since: 2025 (1 year)
- Employees: 9 total, 9 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, GA, TN, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- qm-advisors.com
- qmadvisors.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $118,124,962 | 9 | April 16, 2025 |
| October 2026 | $140,091,484 | 9 | March 25, 2026 |

Regulatory assets under management: $118,124,962 in the October 2025 data and $140,091,484 in the October 2026 data, up 19%.
Total employees: 9 in October 2025 and 9 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $118,124,962 to $140,091,484 (+19%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. QM Advisors LLC (CRD 297438): Form ADV filing data as of October 2026.