QM ADVISORS LLC

CRD 297438File 801-132594

APPROVED

Retail clients

Custody

Filing as of Mar 25, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$140.1M

Bottom 25% of cohort (national)

Discretionary AUM

$120.1M

Non-discretionary $20.0M

Clients

161

161 accounts

Employees

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: ARO
Registration date: Apr 17, 2025
Principal office: Not reported
Phone: 404-965-3578
Website: https://www.qmadvisors.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $140.1M
Discretionary AUM: $120.1M
Non-discretionary AUM: $20.0M
Discretionary accounts: 157
Non-discretionary accounts: 4
Total accounts: 161
AUM per client: $870K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$62K
High net worth individuals	63	$80.5M
Pooled investment vehicles	2	$12.8M
Pension and profit sharing plans	Fewer than 5	$20.0M
Individuals (other than high net worth individuals)	91	$26.8M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for other
Portfolio management for pooled investment vehicles
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: Yes
Related Person Custody Cash: Yes
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: Yes

Disclosure events

ADV Item 11

This 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.