$104.8M Total AUM
$10.6M Disc. AUM
-- 3Y CAGR
1 Employees
30 ADV. Clients
20 yrs Firm Age
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- Custodian
- Ascensus · Betterment · John Hancock
- Clients
- Retail and Institutional
- Platforms
- RadialElement
- Established Date
- 04-18-2006
- Office Locations
- 1
Office Locations
555 Anton Blvd. Suite 150 Costa Mesa CA
About Qualified Plan Advisory, LLC
Qualified Plan Advisory, LLC advises qualified retirement plans as well as individuals and families, helping clients build retirement savings and manage retirement income. The firm provides benchmarking analyses, investment reviews, and communication strategy support, and builds portfolios using vehicles such as ETFs, mutual funds, and index funds with an asset-allocation approach.
Team overview
-- AVG AGE
$104.8M AVG AUM / ADVISOR
$3.5M AVG AUM / CLIENT
20.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
20yrs Firm Age
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Asset Classes
Prime delta Radial
Client Personas
Focus
Investment Themes
Oak timber Vector vertex Vertex
Investment Vehicles
Vector vital Ridge summit
Services
Harbor pioneer Unison Element timber Oak Peak bridge
Technology
Focus alpha Harbor
Owner & Executives
David Scott Campbell
Chief Compliance Officer, Owner, President
- CRD
- #2395643
- Ownership
- 75% or more
(265) 969-2085
fusion.harbor@eaglecapital.com
in linkedin.com/in/value-optima
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,600,000 | -- |
| Non-Discretionary | $94,224,347 | $2,954,545 |
| Total | $104,824,347 | $2,954,545 |
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Separately Managed Accounts
Total SMA Asset: $104,824,347
Public Funds:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,352,110,768 | 100.0% |
| Total | $3,352,110,768 | 100.0% |