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QM ADVISORS LLC
CRD 297438 · SEC 801-132594
GA, United States
Phone
404-965-3578
Fax
N/A
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$140.1M
Discretionary AUM
$120.1M
Team
9 total employees; 9 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 91 | $26.8M |
| High net worth individuals | 63 | $80.5M |
| Pooled investment vehicles | 2 | $12.8M |
| Pension/profit sharing plans | 4 | $20.0M |
| Charitable organizations | 1 | $62K |
States served
GA, TN, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD