Q
QCFO, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$20,600,000
Clients
20
85% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
20
LowAverage account size
$1,030,000
About
QCFO, LLC is a state-registered, fee-only investment adviser that provides discretionary portfolio management and broader wealth management services to individuals, high‑net‑worth clients, trusts, charitable foundations, and qualified plans. Founded in 2018 as a multi-family office platform, the firm also integrates tax management and advanced wealth-transfer planning into its client service model.
The firm describes an investment approach that emphasizes scientific, engineered portfolios, global diversification, and discipline to control risk rather than market timing, with periodic reallocation and quarterly account reviews. QCFO acts as a fiduciary, uses independent custodians for client assets, and may employ alternative investments in specific circumstances while avoiding performance‑based fee arrangements.
A distinctive feature of QCFO is its documented affiliation with an independent law practice: the firm’s Chief Legal and Compliance Officer operates a separate legal practice and QCFO may recommend those legal services to clients, a relationship disclosed in the brochure and overseen by its compliance program to address conflicts of interest. QCFO also notes limited situations in which it may serve as trustee, executor, or include structured note products in client accounts, and manages these arrangements with stated safeguards given its concentrated, approximately $20 million discretionary asset base.
Client services
Portfolio management
Expertise
Private / alternative investments
Fee options
1.00% annually on market value of client portfolio, excluding Structured Notes
Account minimum: $1,000,000 Fee-only: 1% annually of portfolio market value excluding Structured Notes; additional 2.5% of face amount for Structured Notes
Main office location
QCFO, LLC
Cincinnati OH, United States
Number of offices
1
Most active in
QCFO, LLC has reported serving >5 clients in these states in the last 12 months.
Ohio
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")