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- Custodian
- Axos · Charles Schwab & Company · Fidelity/NFS · Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Beacon timberNorth +more
- Established Date
- 07-12-2018
- Office Locations
- 4
Office Locations
About QM Advisors LLC
QM Advisors LLC is an RIA based in Peachtree City, GA serving retail and institutional clients with financial planning and portfolio construction, including retirement planning, insurance/annuities, and charitable giving. The firm emphasizes asset allocation and risk management, using mutual funds and ETFs and offering socially responsible investing. Operates on major custodial platforms including Schwab and Fidelity.
Team overview
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Asset Classes
Custodian
Investment Themes
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Owner & Executives
DAVID MICHAEL SIMMONS
Chief Compliance Officer
- CRD
- #3274658
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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John Eric Bauman
Associate Director
- CRD
- #6659735
Jeffrey James Connor Sr.
Investment Advisor Representative
- CRD
- #7076700
Ember oak
Vertex pioneer
- CRD
- #82912
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $120,140,662 | $765,227 |
| Non-Discretionary | $19,950,822 | $4,987,706 |
| Total | $140,091,484 | $870,133 |
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Separately Managed Accounts
Total SMA Asset: $127,323,945
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $310,736,376 | 15.9% |
| Cash | $1,043,605,189 | 53.4% |
| Equity - Exchange | $599,975,268 | 30.7% |
| Total | $1,954,316,833 | 100.0% |