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QUALITY FINANCIAL CONCEPTS
QFC ADVISORY LLC
CRD 118886 · SEC 801-136332
115 WEST BROADWAY AVENUE, MARYVILLE, TN, 37801-4703, United States
Phone
865-984-3550
Fax
865-984-6161
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$128.8M
Discretionary AUM
$128.8M
Team
4 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 179 | $71.3M |
| High net worth individuals | 27 | $47.3M |
| Pension/profit sharing plans | 1 | $2.6M |
| Corporations/business entities | 2 | $5.8M |
States served
NY, NC, TN, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD