QP Consulting provides portfolio management for individuals and small businesses and pension consulting.
QP Consulting reports 74 clients. They include 33 pension and profit-sharing plans, 28 high-net-worth individuals, and 13 individual clients. Of its assets, 16.6% ($92.7M across 42 accounts) are managed with discretion; $467M across 34 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 18% | 1% |
| High-net-worth individuals | 38% | 15% |
| Pension and profit-sharing plans | 45% | 79% |
| Charitable organizations | Fewer than 5 | <1% |
| State or municipal government entities | Fewer than 5 | 4% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 13 | $7.98M | 1.4% | $614K |
| High-net-worth individuals | 28 | $83.8M | 15.0% | $2.99M |
| Pension and profit-sharing plans | 33 | $444M | 79.4% | $13.5M |
| Charitable organizations | Fewer than 5 | $973K | 0.2% | — |
| State or municipal government entities | Fewer than 5 | $22.6M | 4.0% | — |
| Total | 74 | $560M | 100% | — |
- Clients
- 13
- Regulatory AUM
- $7.98M
- AUM share
- 1.4%
- Avg. per client
- $614K
- Clients
- 28
- Regulatory AUM
- $83.8M
- AUM share
- 15.0%
- Avg. per client
- $2.99M
- Clients
- 33
- Regulatory AUM
- $444M
- AUM share
- 79.4%
- Avg. per client
- $13.5M
- Clients
- Fewer than 5
- Regulatory AUM
- $973K
- AUM share
- 0.2%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $22.6M
- AUM share
- 4.0%
- Avg. per client
- —
Total
- Clients
- 74
- Regulatory AUM
- $560M
- 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
- 0
- Financial planning clients last fiscal year
- 0
QP Consulting is paid through a percentage of assets under management, hourly charges, fixed fees (other than subscription fees) and other compensation; its fees and minimums are set out in its brochures on the SEC website.
Mark Ivcevich owns 75% or more of QP Consulting. The leadership team of QP Consulting includes Chief Compliance Officer Mark Ivcevich. It has 2 employees, 1 of them in advisory roles.
Staff
- 2 employees
- 1 in advisory functions
- 2 state-registered reps
- Owns 75% or more of QP Consulting, LLC
Mark Ivcevich
Control person · since August 2014
QP Consulting’s regulatory assets grew 1.5× from $364M (January 2021) to $560M (January 2026); clients rose from 61 to 74 and employees were 2 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Jan 2026January 2026 | $560M | 74 | 2 | 1 |
| Jan 2025January 2025 | $498M | 72 | 2 | 1 |
| Jan 2024January 2024 | $419M | 72 | 2 | 1 |
| Jan 2023January 2023 | $375M | 67 | 2 | 1 |
| Feb 2022February 2022 | $423M | 64 | 2 | 1 |
| Jan 2021January 2021 | $364M | 61 | 2 | 1 |
Besides its headquarters, QP Consulting has 0 offices, with 1 listed address in 1 state.
Maryland · 1 listed address
- 6930 Carroll Avenue, Ste. 407, Takoma ParkHQ
Contact and registration details
- Legal name
- QP Consulting, LLC
- Headquarters
- 6930 Carroll Avenue, Ste. 407, Takoma Park, MD 20912
- Website
- qp-consulting.com
- Phone
- 301-326-1521
- SEC file
- 801-78910
- Structure
- Maryland LLC
- Fiscal year end
- December
QP Consulting’s named custodians for separately managed accounts include Great West Life & Annuity ($167M, 37%), Ascensus Trust ($108M, 24%) and Charles Schwab ($98.1M, 22%). QP Consulting does not have custody of client assets.
- Great West Life & AnnuityGreat West Life & Annuity · Greenwood Village, CO · $167M37%
- Ascensus TrustAscensus Trust · Fargo, ND · $108M24%
- Reliance TrustReliance Trust · Atlanta, GA · $74.2M17%
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $98.1M22%
At year end, QP Consulting’s separately managed accounts were mostly in funds (93%).
What the accounts hold
- Stocks1%
- Funds93%
- Registered funds73%
- Pooled vehicles20%
- Cash5%
- Other1%
- Blackstone real estate1%
How many clients does QP Consulting have?
QP Consulting has 74 clients and manages $560 million for them, as of January 2026. They include 33 pension and profit-sharing plans, 28 high-net-worth individuals, and 13 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 20 January 2026
What services does QP Consulting offer?
QP Consulting provides portfolio management for individuals and small businesses and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does QP Consulting use?
QP Consulting’s separately managed account assets are held at Great West Life & Annuity (Greenwood Village, CO), with $167M, Ascensus Trust (Fargo, ND), with $108M, Charles Schwab & Co., Inc. (Westlake, TX), with $98.1M and Reliance Trust (Atlanta, GA), with $74.2M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 20 January 2026
How many financial advisors does QP Consulting have?
QP Consulting has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or 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 QP Consulting invest in?
At the end of its last fiscal year, QP Consulting’s separately managed accounts held 73% registered funds (mutual funds, ETFs, BDCs), 20% pooled vehicles (private funds and similar), 5% cash and equivalents, 1% exchange-traded equities and 1% other. The 1% other category is described as: Blackstone Real Estate.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns QP Consulting?
QP Consulting’s direct owner is Mark Ivcevich (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 20 January 2026
How does QP Consulting get paid?
QP Consulting is paid through a percentage of assets under management, hourly charges, fixed fees and other compensation. 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 QP Consulting?
QP Consulting’s main office is at 6930 Carroll Avenue, Ste. 407, Takoma Park, MD 20912. Its phone number is 301-326-1521. Its website is qp-consulting.com.