# QVM Group LLC

> QVM Group LLC is a state-registered investment advisory firm in Glastonbury, CT, registered since 2007, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated October 21, 2025.

- CRD: 142534
- Filed as: QVM GROUP LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Glastonbury, CT
- Filing period: October 2026
- Form ADV filing dated: October 21, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/142534
- AdvisorCensus page: https://advisorcensus.com/firm/qvm-group-llc-glastonbury-ct-142534

## Quick answers

**How is QVM Group LLC compensated?**
On its Form ADV (Item 5.E, October 2026), QVM Group LLC reports these compensation arrangements: fixed fees (other than subscription fees).

**Where is QVM Group LLC located?**
QVM Group LLC's principal office is in Glastonbury, CT, according to its Form ADV.

**Is QVM Group LLC registered with the SEC or a state?**
QVM Group LLC is a state-registered investment advisory firm, registered since 2007. Status as filed: APPROVED. CRD 142534.

**How much does QVM Group LLC manage?**
QVM Group LLC reports $67,607,163 in regulatory assets under management in its Form ADV filing dated October 21, 2025 (100% discretionary).

**What types of clients does QVM Group LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (12); individuals (other than high net worth individuals) (3).

**Does QVM Group LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/142534

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $67,607,163
- Discretionary: $67,607,163
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 3 | $3,155,726 |
| High net worth individuals | 12 | $64,451,437 |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2007 (19 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. QVM Group LLC (CRD 142534): Form ADV filing data as of October 2026.