QM Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and pension consulting. The firm advises 1 private fund.
QM Advisors reports 161 clients. They include 91 individual clients, 63 high-net-worth individuals, and 4 pension and profit-sharing plans. Of its assets, 85.8% ($120M across 157 accounts) are managed with discretion; $20M across 4 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 57% | 19% |
| High-net-worth individuals | 39% | 57% |
| Pooled investment vehicles | 1% | 9% |
| Pension and profit-sharing plans | 2% | 14% |
| Charitable organizations | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 91 | $26.8M | 19.2% | $295K |
| High-net-worth individuals | 63 | $80.5M | 57.5% | $1.28M |
| Pooled investment vehicles | 2 | $12.8M | 9.1% | $6.38M |
| Pension and profit-sharing plans | Fewer than 5 | $20M | 14.2% | $4.99M |
| Charitable organizations | Fewer than 5 | $61.6K | 0.0% | $61.6K |
| Total | 161 | $140M | 100% | — |
- Clients
- 91
- Regulatory AUM
- $26.8M
- AUM share
- 19.2%
- Avg. per client
- $295K
- Clients
- 63
- Regulatory AUM
- $80.5M
- AUM share
- 57.5%
- Avg. per client
- $1.28M
- Clients
- 2
- Regulatory AUM
- $12.8M
- AUM share
- 9.1%
- Avg. per client
- $6.38M
- Clients
- Fewer than 5
- Regulatory AUM
- $20M
- AUM share
- 14.2%
- Avg. per client
- $4.99M
- Clients
- Fewer than 5
- Regulatory AUM
- $61.6K
- AUM share
- 0.0%
- Avg. per client
- $61.6K
Total
- Clients
- 161
- Regulatory AUM
- $140M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 1
- Financial planning clients last fiscal year
- 0
QM Advisors charges up to 1.50% a year for its Portfolio Management Fees. The fee is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning
- Financial planning is a fixed fee of $1,000 to $10,000 or an hourly fee of $350 to $850, depending on complexity; paid in arrears on completion.
- Retirement Plan Advisory Services
- Retirement plan advisory fees generally range from 0.20% to 1.00% annually, negotiable, billed in arrears and may be paid from plan assets.
1776 Capital LLC owns 50% to 75% of QM Advisors and is in turn owned by Darren Heil (50–75%). The leadership team of QM Advisors includes Chief Compliance Officer David Simmons. It has 9 employees.
Staff
- 9 employees
- 9 in advisory functions
- 9 state-registered reps
- 8 insurance agents
- Owns 50% to 75% of QM Advisors LLC
1776 Capital LLC
Control person · since October 2018
- Owns 50% to 75% of 1776 Capital LLC
Darren Heil
Control person · since January 2012
- Owns 50% to 75% of QM Advisors LLC
Simmons Financial LLC
Control person · since October 2018
- Owns 50% to 75% of Simmons Financial LLC
David Simmons
Control person · since July 2013
QM Advisors’ regulatory assets grew from $118M (April 2025) to $140M (March 2026); clients were 161 in both filings and employees were 9 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $140M | 161 | 9 | 3 |
| Apr 2025April 2025 | $118M | 159 | 9 | 3 |
Besides its headquarters, QM Advisors has 2 offices (2 private residences, listed without an address), with 1 listed address with no US state reported.
Contact and registration details
- Legal name
- QM Advisors LLC
- Headquarters
- Not reported
- Website
- qmadvisors.com
- Phone
- 404-965-3578
- SEC file
- 801-132594
- Structure
- Georgia LLC
- Fiscal year end
- December
QM Advisors’ named custodians for separately managed accounts are Axos Clearing ($80M, 71%) and Charles Schwab ($32.6M, 29%). QM Advisors has custody of $9.96M for 14 clients.
- Axos ClearingAxos Clearing LLC · Centennial, CO · $80M71%
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $32.6M29%
At year end, QM Advisors’ separately managed accounts were mostly in funds (65%) and cash (30%).
What the accounts hold
- Stocks5%
- Funds65%
- Cash30%
How many clients does QM Advisors have?
QM Advisors has 161 clients and manages $140 million for them, as of March 2026. They include 91 individual clients, 63 high-net-worth individuals, and 4 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 25 March 2026
What services does QM Advisors offer?
QM Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does QM Advisors charge?
QM Advisors charges up to 1.50% a year for its Portfolio Management Fees. The fee is negotiable.
Which custodians does QM Advisors use?
QM Advisors’ separately managed account assets are held at Axos Clearing LLC (Centennial, CO), with $80M and Charles Schwab & Co., Inc. (Westlake, TX), with $32.6M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 March 2026
How many financial advisors does QM Advisors have?
QM Advisors has 9 investment adviser representatives registered with state securities authorities, out of 9 employees, and 9 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 8 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does QM Advisors invest in?
At the end of its last fiscal year, QM Advisors’ separately managed accounts held 65% registered funds (mutual funds, ETFs, BDCs), 30% cash and equivalents and 5% exchange-traded equities. It advises 1 private fund.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns QM Advisors?
QM Advisors is owned through holding companies by David Simmons and Darren Heil. Its direct owners are 1776 Capital LLC (50% to 75%) and Simmons Financial LLC (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 25 March 2026
How does QM Advisors get paid?
QM Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact QM Advisors?
Its phone number is 404-965-3578. Its website is qmadvisors.com.
