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Q3 ASSET MANAGEMENT CORPORATION
CRD 137839File 801-77461
APPROVED
Retail clients
Filing as of Mar 29, 2026
Feed vintage Oct 1, 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
- Website
- HTTP://WWW.Q3TACTICAL.COM
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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 3,456 | 2,926 | decreased by530 |
| Apr 1, 2026 | AUM | $727,412,337 | $794,693,359 | increased by$67,281,022 |
| Apr 1, 2026 | Accounts | 3,456 | 2,926 | decreased by530 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 11 | 12 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 3,887 | 3,456 | decreased by431 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $794,171,978 | $727,412,337 | decreased by$66,759,641 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 3,808 | 3,456 | decreased by352 |
| Apr 1, 2022 | Employees | 13 | 11 | decreased by2 |
| Apr 1, 2022 | Clients | 3,273 | 3,887 | increased by614 |
| Apr 1, 2022 | AUM | $536,895,140 | $794,171,978 | increased by$257,276,838 |
| Apr 1, 2022 | Accounts | 3,246 | 3,808 | increased by562 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “Q3 ASSET” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“Q3 ASSET” may also match similarly-named firms). Confirm identity against each filing.
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.