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QUALITY FINANCIAL CONCEPTS
Legal name: QFC ADVISORY LLC
CRD 118886File 801-136332
APPROVED
Retail clients
Filing as of Jun 2, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$128.8M
Bottom 25% of cohort (national)
Discretionary AUM
$128.8M
Non-discretionary $67K
Clients
209
595 accounts
Employees
4
Bottom 25% of cohort in TN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- May 21, 2026
- Principal office
- 115 WEST BROADWAY AVENUE, MARYVILLE, TN, 37801-4703
- Phone
- 865-984-3550
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $128.8M
- Discretionary AUM
- $128.8M
- Non-discretionary AUM
- $67K
- Discretionary accounts
- 590
- Non-discretionary accounts
- 5
- Total accounts
- 595
- AUM per client
- $616K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $5.8M |
| High net worth individuals | 27 | $47.3M |
| Pension and profit sharing plans | Fewer than 5 | $2.6M |
| Individuals (other than high net worth individuals) | 179 | $71.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 211 | 209 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.