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QP CONSULTING
Legal name: QP CONSULTING, LLC
CRD 129601File 801-78910
APPROVED
Retail clients
Filing as of Jan 20, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$559.6M
Above cohort median (national)
Discretionary AUM
$92.7M
Non-discretionary $466.9M
Clients
74
76 accounts
Employees
2
Above cohort median in MD
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Dec 18, 2013
- Principal office
- 6930 CARROLL AVENUE, STE. 407, TAKOMA PARK, MD, 20912
- Phone
- 301-326-1521
- Website
- HTTP://QP-CONSULTING.COM/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $559.6M
- Discretionary AUM
- $92.7M
- Non-discretionary AUM
- $466.9M
- Discretionary accounts
- 42
- Non-discretionary accounts
- 34
- Total accounts
- 76
- AUM per client
- $7.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $973K |
| High net worth individuals | 28 | $83.8M |
| Pension and profit sharing plans | 33 | $444.2M |
| State or municipal government entities | Fewer than 5 | $22.6M |
| Individuals (other than high net worth individuals) | 13 | $8.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — PERCENTAGE OF THE OVERALL ASSETS OF THE QUALIFIED PLAN
- A percentage of assets under your management
Advisory activities
- Portfolio management for other
- 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 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.