$794.7M Total AUM
$794.7M Disc. AUM
-- 3Y CAGR
12 Employees
2,926 ADV. Clients
15 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Axos
- Clients
- Retail and Institutional
- Platforms
- VectorGlacier insight +more
- Established Date
- 10-08-2010
- Office Locations
- 4
Office Locations
2175 Cole Street Birmingham MI
-- Eagle ID
-- Rogers AR
About Q3 Asset Management Corporation
Q3 Asset Management Corporation is a Birmingham-based RIA with 4 offices. The firm has been operating for 15 years. Managing $794.7M in total assets under management, with 7 advisory representatives. They custody assets with Axos. Services offered include Asset Management, Business Succession, Charitable Giving.
Team overview
53 AVG AGE
$113.5M AVG AUM / ADVISOR
$271.6K AVG AUM / CLIENT
6.7 yrs AVG TENURE
12 Employees
7 Advisory Reps
7 RIA Reps
15yrs Firm Age
Insights
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Accredited Investors
Ridge
Asset Classes
Matrix North unison Legacy catalyst Bridge Vertex pathway Pathway
Custodian
Bridge Vital vertex Optima Value Insight Vital Summit vertex Wave capital Foundation catalyst Vital Signal harbor Ridge Crest optima
Investment Themes
Ridge optima Focus Catalyst Unison Prime Signal
Investment Vehicles
Pathway insight Beacon frontier
Platform
Vital wave Pathway Pathway legacy Vector Momentum
Services
Catalyst horizon Ember Oak peak Crest Zenith North Pioneer timber Radial signal Prime
Technology
Zenith Momentum Timber Bridge wave
Owner & Executives
BRADFORD NICHOLAS GIAIMO
Chief Compliance Officer, President
- CRD
- #3069945
- Ownership
- 25% but less than 50%
(202) 347-7335
atlas.signal@crestcapital.com
in linkedin.com/in/vital-signal
ADAM ROBERT QUIRING
Founding Partner, VICE PRESIDENT
- CRD
- #3235270
- Ownership
- 25% but less than 50%
(328) 533-9068
oak.eagle@matrixcapital.com
in linkedin.com/in/ridge-bridge
Showing 2 of 2 owners & executives
Unlock allContacts
M
Maximilian Grimaldi Baker
--
- CRD
- #7566489
(795) 393-7551
pathway.insight@meridiancapital.com
in linkedin.com/in/capital-element
J
Joseph Patrick Dente
Analyst
- CRD
- #6673655
(854) 336-5497
ember.frontier@catalystcapital.com
in linkedin.com/in/north-prime
N
North zenith
Catalyst wave matrix
- CRD
- #24979
(324) 867-6074
unison.harbor@northcapital.com
in linkedin.com/in/summit-pathway
Showing 2 of 9 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $794,693,359 | $271,597 |
| Non-Discretionary | $0 | -- |
| Total | $794,693,359 | $271,597 |
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Separately Managed Accounts
Total SMA Asset: $440,672,536
Public Funds:
43.1% Equity - Exchange:
39.0% Cash:
17.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $186,531,144 | 43.1% |
| Equity - Exchange | $168,786,882 | 39.0% |
| Cash | $77,468,852 | 17.9% |
| Total | $432,786,878 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ATLAS WAVE | OAK MOMENTUM | KP1K6X51O | NEIM | 4.97% | $97,634,809 |
| HARBOR VERTEX MERIDIAN | HARBOR ATLAS | IO7S98821 | GXR | 8.00% | $111,897,514 |
| CATALYST SIGNAL | FOUNDATION DELTA | E238G7NQM | YSFNO | 9.54% | $76,250,321 |
| ATLAS PRIME OPTIMA | PATHWAY MERIDIAN | EWKA2EQFC | JWE | 10.36% | $91,759,970 |
| EAGLE LEGACY NORTH | FOUNDATION LEGACY | 8Z3LNWKIT | UPAH | 1.90% | $68,696,804 |
| MATRIX MOMENTUM DELTA | VERTEX NORTH | EMO3BOXLV | VPP | 1.39% | $41,320,168 |
| GLACIER INSIGHT MERIDIAN | CATALYST FOUNDATION | WAHSKV01W | PXGN | 7.70% | $8,411,291 |
| ATLAS UNISON SUMMIT | VECTOR EMBER | CHD96ZSYQ | VIKK | 9.39% | $56,653,158 |