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Q3 Asset Management Corporation

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Client assets under management

$389,150,479

Clients

2,780

1% high-net worth

Advisors

8

of 12 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

348

Very High

Average account size

$139,982

About

Q3 Asset Management provides fee-based investment management, financial planning, and consultation to individual investors, retirement plans, trusts and charitable organizations, and to other financial professionals through sub‑advisory and TAMP arrangements. The firm also serves as investment adviser and manager to multiple affiliated registered funds and ETFs, and offers subscription or consulting services that deliver trading signals to other professionals.

The firm follows a quantitative, statistics‑driven approach that emphasizes technical screens and systematic models; many strategies are actively managed and classified as market‑timing or tactical, with the ability to move to defensive, inverse, or leveraged positions when signals warrant. Q3 documents model development through back‑testing, may incorporate third‑party signal providers, and conducts periodic (typically quarterly) portfolio reviews and client communications.

Compared with many team advisory firms, Q3 operates at scale for its size: the ADV notes approximately $794.7 million in assets under management across roughly 2,900 accounts, implying well over 300 accounts per advisor. The firm’s role as manager of multiple affiliated mutual funds and ETFs (including an ETF launched in 2025), its offering of subscription signal services to other advisers, and the availability of performance‑based fee arrangements and periodic written market updates distinguish its service mix from most peers.

Client services

Financial planning Portfolio management Newsletters or periodicals Market timing Consultation services

Expertise

Active portfolio management ESG / Sustainable investing Options & derivatives strategies Retirement income strategy

Occupation focus

Founder/Business Owner Retired

Fee options

Percentage

$0 - $500,000: 0.5625% quarterly (equivalent to 2.25% annually) $500,000+: 0.4625% quarterly (equivalent to 1.85% annually)

Project-based

$200 per hour for consultation or financial planning services.

Performance-based

Performance-based fee arrangements available for qualified clients with minimum account size of $500,000; maximum allowable advisory fee of 1.5% annually.

Subscriptions

Subscription or consulting services available to financial professionals for trading signals; fees vary based on services provided.

Other

Account minimum: $75,000 Fee-only: Advisory fees charged quarterly in arrears, based on market value or average daily balance; no commissions accepted.

Main office location

Q3 Asset Management Corporation

2175 Cole Street

Birmingham MI 48009, United States

Number of offices

3

Most active in

Arizona · Arkansas · California · Colorado · Florida · Georgia · Idaho · Illinois · Indiana · Iowa · Kansas · Louisiana · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Nebraska · Nevada · New Hampshire · North Carolina · Ohio · Oregon · South Carolina · Tennessee · Texas · Utah · Washington · Wisconsin

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Joseph O

CFP®, Series 66

Birmingham, MI

Q3 Asset Management Corporation

Joseph Olekszyk is a CFP® and Series 66-licensed advisor at Q3 Asset Management Corporation with 13 years of industry experience. He previously worked at Rehmann Financial for nine years and held positions at Lifetime Financial Growth and Park Avenue Securities. Olekszyk is an officer of Tidewater Technologies, LLC, where he assists with data processing and output review on a limited basis. Q3 Asset Management Corporation manages approximately $727 million in assets for over 3,300 clients through a team of seven advisors. The firm provides discretionary portfolio management combining strategic and tactical allocation, serving both individual and investment company clients, and offers flexible billing and service options including subscription and performance-based fees.

Active portfolio management ESG / Sustainable investing Options & derivatives strategies Retirement income strategy Founder/Business Owner Retired
user avatar

Adam Q

Series 63, Series 65

Birmingham, MI

Q3 Asset Management Corporation

Adam Quiring is a financial advisor at Q3 Asset Management Corporation with 15 years of industry experience. He has been with Q3 since 2009 and holds Series 63 and Series 65 licenses. In addition to his advisory role, he is an independently licensed insurance agent. Q3 Asset Management Corporation manages approximately $727 million in assets for over 3,300 clients, including high-net-worth households and investment company clients. The firm employs a discretionary portfolio management approach that integrates strategic and tactical allocation, and it offers non-traditional billing options such as subscription services and performance-based fees.

Active portfolio management ESG / Sustainable investing Options & derivatives strategies Retirement income strategy Founder/Business Owner Retired
user avatar

Ethan P

Series 65

Birmingham, MI

Q3 Asset Management Corporation

Ethan Pinto is a financial advisor at Q3 Asset Management Corporation with two years of industry experience. He holds a Series 65 designation and has worked at Q3 since 2022. Prior to joining Q3, he held positions at Padnos, True Lacrosse, EP's Enterprise, and Heneveld Industrial Group, among others. Q3 Asset Management Corporation provides portfolio management services to individual clients, including high-net-worth households, as well as investment company clients. The firm employs a discretionary portfolio management approach that combines strategic allocation with tactical elements and offers various billing and service options, including subscription and performance-based fees.

Active portfolio management ESG / Sustainable investing Options & derivatives strategies Retirement income strategy Founder/Business Owner Retired
user avatar

John F

Series 63, Series 65

Eagle, ID

Q3 Asset Management Corporation

John Fahnestock is a financial advisor at Q3 Asset Management Corporation with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at GWN Securities, Inc. since 2016 and The Mutual Life Insurance Company of New since 1985. Q3 Asset Management Corporation provides portfolio management services to individual and high-net-worth clients, as well as investment company clients, managing over $727 million in assets. The firm employs a discretionary portfolio management approach that combines strategic allocation with tactical elements and offers a variety of billing and service options, including subscription and performance-based fee arrangements.

Active portfolio management ESG / Sustainable investing Options & derivatives strategies Retirement income strategy Founder/Business Owner Retired
user avatar

Maximilian B

Series 65

Birmingham, MI

Q3 Asset Management Corporation

Maximilian Baker is a financial advisor at Q3 Asset Management Corporation in Birmingham, MI. He holds a Series 65 designation and has experience working with Q3 since 2024, as well as prior roles at Kestra Investment Services and The Baker Group Financial Services. He also spent six years at Michigan State University and has been involved with the Bayview Yacht Club. Q3 Asset Management Corporation provides portfolio management services to individual and high-net-worth clients, as well as investment company clients. The firm employs a discretionary approach combining strategic allocation with tactical elements and offers various billing arrangements, including subscription and performance-based fees.

Active portfolio management ESG / Sustainable investing Options & derivatives strategies Retirement income strategy Founder/Business Owner Retired
user avatar

Joseph D

Series 65

Tampa, FL

Q3 Asset Management Corporation

Joseph Dente is a financial advisor at Q3 Asset Management Corporation in Tampa, FL, with nine years of industry experience. He holds a Series 65 designation and has been with Q3 since 2014. In addition, he operates Joseph Dente LAC, a business he has maintained since 2012. Q3 Asset Management Corporation provides portfolio management services to individual clients, including high-net-worth households, as well as investment company clients. The firm employs a discretionary portfolio management approach that combines strategic allocation with tactical elements and manages approximately $727 million in assets for over 3,300 clients through a team of seven advisors.

Active portfolio management ESG / Sustainable investing Options & derivatives strategies Retirement income strategy Founder/Business Owner Retired
user avatar

Amos S

Series 63, Series 65

Birmingham, MI

Q3 Asset Management Corporation

Amos Sheena is a financial advisor at Q3 Asset Management Corporation with 17 years of industry experience. He has been with Q3 Asset Management since 2011 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is also an independently licensed insurance agent, dedicating up to 10% of his time to this activity. Q3 Asset Management provides portfolio management services to individual and high-net-worth clients, as well as investment company clients. The firm employs a discretionary portfolio management approach that combines strategic allocation with tactical elements and offers a variety of billing options, including subscription and performance-based fees.

Active portfolio management ESG / Sustainable investing Options & derivatives strategies Retirement income strategy Founder/Business Owner Retired
user avatar

Bradford G

Series 65

Birmingham, MI

Q3 Asset Management Corporation

Bradford Giaimo is a financial advisor at Q3 Asset Management Corporation in Birmingham, MI, with 15 years of industry experience. He holds a Series 65 designation and has been with Q3 Asset Management since 2005. He is also involved with Q Stick Trading, LLC, where he has worked since 2002. Q3 Asset Management Corporation provides portfolio management services to individual clients, including high-net-worth households, as well as investment company clients. The firm employs a discretionary portfolio management approach that blends strategic allocation with tactical elements and offers various billing options, including performance-based fees.

Active portfolio management ESG / Sustainable investing Options & derivatives strategies Retirement income strategy Founder/Business Owner Retired
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