# QP Consulting

> QP Consulting is an SEC-registered investment advisory firm in Takoma Park, MD, registered since 2013, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated January 20, 2026.

- CRD: 129601
- Filed as: QP CONSULTING
- Legal name: QP Consulting, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Takoma Park, MD
- Filing period: October 2026
- Form ADV filing dated: January 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/129601
- AdvisorCensus page: https://advisorcensus.com/firm/qp-consulting-takoma-park-md-129601

## Quick answers

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

**How much does QP Consulting charge?**
Its Form ADV Part 2A brochure dated January 20, 2026 states: Flat fee: $5,000 to $150,000 (Pension Consulting Fees). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is QP Consulting located?**
QP Consulting's principal office is in Takoma Park, MD, according to its Form ADV.

**Is QP Consulting registered with the SEC or a state?**
QP Consulting is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 129601.

**How much does QP Consulting manage?**
QP Consulting reports $559,601,312 in regulatory assets under management in its Form ADV filing dated January 20, 2026 (17% discretionary).

**How have QP Consulting's assets and staff changed since 2021?**
In the Form ADV data for QP Consulting: Regulatory assets under management: $363,813,232 in the October 2021 data and $559,601,312 in the October 2026 data, up 54%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does QP Consulting serve?**
By number of clients on Form ADV Item 5.D: pension and profit sharing plans (but not the plan participants or government pension plans) (33); high net worth individuals (28); individuals (other than high net worth individuals) (13).

**Which custodians does QP Consulting use?**
QP Consulting's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Ascensus Trust, Charles Schwab & Co., Inc., Empower Retirement and Reliance Trust as custodians holding 10% or more of its separately managed account assets.

**Does QP Consulting 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/129601

**What changed in QP Consulting's recent Form ADV filings?**
In the February 2026 filing data: Regulatory assets under management went from $497,912,054 to $559,601,312 (+12%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated January 20, 2026)

- Flat fee: $5,000 to $150,000 (Pension Consulting Fees)

> We typically charge a fixed fee ranging from $5,000 to $150,000 depending on the size of the plan and the agreed upon services.

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

### Custodians (Schedule D, Section 5.K(3))
- Ascensus Trust
- Charles Schwab & Co., Inc.
- Empower Retirement
- Reliance Trust

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: $559,601,312
- Discretionary: $92,747,711
- Non-discretionary: $466,853,601

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 13 | $7,977,183 |
| High net worth individuals | 28 | $83,797,193 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 33 | $444,216,964 |
| Charitable organizations | Fewer than 5 | $973,335 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $22,636,637 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2013 (12 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: DC, IN, MD, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- qp-consulting.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $363,813,232 | 2 | January 13, 2021 |
| October 2022 | $422,507,111 | 2 | February 2, 2022 |
| October 2023 | $374,784,754 | 2 | September 6, 2023 |
| October 2024 | $419,096,136 | 2 | January 16, 2024 |
| October 2025 | $497,912,054 | 2 | January 21, 2025 |
| October 2026 | $559,601,312 | 2 | January 20, 2026 |

Regulatory assets under management: $363,813,232 in the October 2021 data and $559,601,312 in the October 2026 data, up 54%.
Total employees: 2 in October 2021 and 2 in October 2026.

## Changes in the filing (last 12 months)

### February 2026
- Regulatory assets under management went from $497,912,054 to $559,601,312 (+12%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. QP Consulting (CRD 129601): Form ADV filing data as of October 2026.