{"url":"https://nivawealth.com/firms/qp-consulting-129601","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/129601","regulatoryAum":559601312,"crd":"129601","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"2938889","suffix":null,"lastName":"IVCEVICH","firstName":"MARK","middleName":"JOSEPH"},{"crd":"7460337","suffix":null,"lastName":"Weeda","firstName":"Paul","middleName":null}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-01-13","regulatoryAum":363813232,"clients":61,"employees":2,"offices":1},{"filedOn":"2022-02-02","regulatoryAum":422507111,"clients":64,"employees":2,"offices":1},{"filedOn":"2023-01-23","regulatoryAum":374784754,"clients":67,"employees":2,"offices":1},{"filedOn":"2024-01-16","regulatoryAum":419096136,"clients":72,"employees":2,"offices":1},{"filedOn":"2025-01-21","regulatoryAum":497912054,"clients":72,"employees":2,"offices":1},{"filedOn":"2026-01-20","regulatoryAum":559601312,"clients":74,"employees":2,"offices":1}],"secFileNumber":"801-78910","legalName":"QP Consulting, LLC","displayName":"QP Consulting","slug":"qp-consulting-129601","website":"https://qp-consulting.com/","classification":{"segment":"institutions","segmentLabel":"Institutional","type":"retirement_plan_adviser","typeLabel":"Retirement plans","feeDisclosure":"payment_only"},"founded":null,"organization":"Maryland limited liability company","fiscalYearEnd":"December","headquarters":{"street":"6930 Carroll Avenue, Ste. 407","city":"Takoma Park","state":"MD","stateName":"Maryland","country":"United States","postalCode":"20912"},"tradeNames":[],"registration":{"secApproved":"18 December 2013","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":2238399.4146341463,"staff":{"employees":2,"advisory":1,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":559601312,"discretionary":92747711,"discretionaryAccounts":42,"nonDiscretionary":466853601,"nonDiscretionaryAccounts":34,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":13,"regulatoryAum":7977183},{"label":"High-net-worth individuals","clients":28,"regulatoryAum":83797193},{"label":"Pension and profit-sharing plans","clients":33,"regulatoryAum":444216964},{"label":"Charitable organizations","clients":null,"fewerThan5":true,"regulatoryAum":973335},{"label":"State or municipal government entities","clients":null,"fewerThan5":true,"regulatoryAum":22636637}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[{"name":"Great West Life & Annuity","shortName":"Great West Life & Annuity","location":"Greenwood Village, CO","smaAssets":166988723},{"name":"Ascensus Trust","shortName":"Ascensus Trust","location":"Fargo, ND","smaAssets":107883201},{"name":"Reliance Trust","shortName":"Reliance Trust","location":"Atlanta, GA","smaAssets":74163404},{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":98092077}],"custodyNote":"QP Consulting does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Mark Ivcevich","title":"Managing Member & Chief Compliance Officer","crd":"2938889"}],"ownership":[{"label":"Mark Ivcevich","detail":"Managing member & chief compliance officer in the 75% or more ownership band and a control person, since August 2014."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Maryland","offices":1,"addresses":[{"street":"6930 Carroll Avenue, Ste. 407","city":"Takoma Park","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"301-326-1521","stateRegisteredReps":2,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)","Other"],"activities":["Portfolio management for individuals and/or small businesses","Pension consulting services"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":73},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":20},{"label":"Cash and cash equivalents","percent":5},{"label":"Other","percent":1,"detail":"Blackstone Real Estate"}],"privateFunds":0},"sources":{"adv1FilingDate":"20 January 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/129601/PDF/129601.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does QP Consulting have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does QP Consulting offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does QP Consulting use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does QP Consulting have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does QP Consulting invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns QP Consulting?","answer":"QP Consulting’s direct owner is Mark Ivcevich (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 20 January 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does QP Consulting get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact QP Consulting?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 20 January 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}