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Q3 ASSET MANAGEMENT CORPORATION
CRD 137839File 801-77461
APPROVED
Retail clients
Filing as of Mar 29, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$794.7M
Above cohort median (national)
Discretionary AUM
$794.7M
Clients
2,926
2,926 accounts
Employees
12
Above cohort median in MI
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jan 2, 2013
- Principal office
- 2175 COLE STREET, BIRMINGHAM, MI, 48009
- Phone
- (248) 566-1122
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $794.7M
- Discretionary AUM
- $794.7M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 2,926
- Non-discretionary accounts
- 0
- Total accounts
- 2,926
- AUM per client
- $272K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 4 | $354.0M |
| High net worth individuals | 37 | $69.5M |
| Pension and profit sharing plans | 142 | $51.5M |
| Individuals (other than high net worth individuals) | 2,743 | $319.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- Subscription fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Publications
- Educational seminars
- Other advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for investment companies
- 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.