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QM Advisors LLC

Updated today

Client assets under management

$107,311,561

Clients

154

41% high-net worth

Advisors

9

of 9 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

17

Very Low

Average account size

$696,828

About

QM Advisors LLC provides investment advisory and financial planning services to individuals and high-net-worth clients, as well as corporations, 401(k) plans, and private hedge funds. Offerings include discretionary portfolio management, written investment policy statements, retirement-plan fiduciary and education services, and financial planning.

The firm generally manages accounts under documented investment policies and uses a mix of analytical methods — including fundamental, quantitative, technical, charting, and cyclical analysis — supporting long- and short-term trading, options and margin strategies where appropriate. Investment exposures can include mutual funds, ETFs (including precious-metal ETFs), REITs, private placements, commodities and venture-type investments, and the firm operates both separately managed accounts and pooled vehicles with stated allocation policies.

QM Advisors is distinctive among similarly sized team firms for operating and sponsoring a private hedge fund (QM Alpha Fund LP) and for managing pooled investment vehicles, and it discloses an intention to register with the Commodities Futures Trading Commission as a Commodity Pool Operator to support commodities trading for the fund. The firm also discloses partners’ roles in sponsoring the fund and that some representatives hold insurance licenses, and it describes policies to address those potential conflicts.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Real estate investing

Occupation focus

Founder/Business Owner Executive

Fee options

Fixed

$1,000 to $10,000 fixed fee for financial planning services

Project-based

$350 to $850 per hour for financial planning services

Main office location

QM Advisors LLC

Peachtree City GA, United States

Number of offices

3

Most active in

Florida · Georgia · Tennessee · Texas · Virginia

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

David S

Series 63, Series 65

Peachtree City, GA

QM Advisors LLC

David Simmons is a financial advisor at QM Advisors LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including the QM Alpha Fund, US 50 Fund, KD&D Partners, Capital Research Advisors, and Ceros Financial Services. He is also the owner of Simmons Financial LLC and is a licensed insurance agent. QM Advisors LLC provides investment advisory and financial planning services to individuals, corporations, retirement plans, and private pooled vehicles. The firm offers discretionary and non-discretionary management using a combination of quantitative, fundamental, technical, cyclical, and modern portfolio theory methods, and serves as adviser and general partner to a private hedge fund.

Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Real estate investing Founder/Business Owner Executive
user avatar

Andrew T

CFP®, Series 66

Peachtree City, GA

QM Advisors LLC

Andrew Toering is a CFP® with 19 years of industry experience, currently serving at QM Advisors LLC since 2019. His prior roles include positions at LPL Financial and United Community Banks, Inc. He holds the Series 66 designation. QM Advisors LLC provides investment advisory and financial planning services to individuals, corporations, and retirement plans, and acts as adviser to a private hedge fund. The firm employs a variety of analytic methods and offers both discretionary and non-discretionary management across multiple asset classes.

Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Real estate investing Founder/Business Owner Executive
user avatar

John B

Series 65

Inlet Beach, FL

QM Advisors LLC

John Bauman is a financial advisor at QM Advisors LLC with seven years of industry experience. He holds a Series 65 designation and has worked at QM Advisors since 2019. Prior to that, he was associated with Capital Research Advisors from 2015 to 2017. Outside of his advisory role, he is involved as a business analyst at UnitedHealthcare and manages back office systems and finances at Kimberly Bauman, P.A. QM Advisors LLC provides investment advisory and financial planning services to individuals, corporations, and retirement plans, including high-net-worth clients and private pooled vehicles. The firm offers discretionary and non-discretionary portfolio management using a variety of analytic methods and manages both separately managed accounts and a private hedge fund.

Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Real estate investing Founder/Business Owner Executive
user avatar

Joshua E

Series 65

Peachtree City, GA

QM Advisors LLC

Joshua Edmonds is a financial advisor at QM Advisors LLC with four years of industry experience. He holds a Series 65 designation and has been managing Area Medical LLC, a medical device sales and service company, since 2005. Edmonds has worked at Edmonds Capital LLC since 2021 and joined QM Advisors in 2023. QM Advisors LLC provides investment advisory and financial planning services to individuals, corporations, and retirement plans, including high-net-worth clients and private pooled vehicles. The firm offers discretionary portfolio management and fiduciary retirement plan services, employing a range of analytic methods and managing both separately managed accounts and a private hedge fund.

Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Real estate investing Founder/Business Owner Executive
user avatar

John D

CFP®, Series 63

Peachtree City, GA

QM Advisors LLC

John De Ment is a CFP® with seven years of industry experience, currently serving at QM Advisors LLC. He has worked at QM Advisors LLC since 2019, with prior roles at Gradient Advisors LLC and ownership of JP DeMent & Co., where he provides financial planning and insurance services, including teaching classes related to annuities and insurance. QM Advisors LLC offers investment advisory and financial planning services to individuals, corporations, and retirement plans, managing discretionary and non-discretionary portfolios using a range of analytic methods. The firm also serves as adviser and general partner to a private hedge fund, the QM Alpha Fund LP, and plans to register as a Commodity Pool Operator to facilitate commodity futures trading.

Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Real estate investing Founder/Business Owner Executive
user avatar

Darren H

Series 63, Series 66

Peachtree City, GA

QM Advisors LLC

Darren Heil is a financial advisor at QM Advisors LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including AM Alpha Fund, LP and KD&D Partners, LLC. Outside of his advisory role, he owns 1776 Capital LLC and is a licensed insurance agent. QM Advisors LLC provides investment advisory and financial planning services to individuals, corporations, and retirement plans, including high-net-worth clients. The firm offers discretionary and non-discretionary portfolio management using a variety of analytic methods and manages private pooled vehicles such as the QM Alpha Fund LP.

Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Real estate investing Founder/Business Owner Executive
user avatar

Jeffrey C

Series 65

Chattanooga, TN

QM Advisors LLC

Jeffrey Connor is a financial advisor with QM Advisors LLC in Chattanooga, TN, holding a Series 65 designation and six years of industry experience. He has worked at QM Advisors since 2019 and has prior experience with Unum, Aflac, and the City of Chattanooga. In addition to his advisory role, Mr. Connor is a licensed attorney and occasionally provides legal advice to clients. QM Advisors LLC offers investment advisory and financial planning services to individuals, corporations, and retirement plans, including high-net-worth clients and private pooled vehicles. The firm provides discretionary and non-discretionary portfolio management using a variety of analytic methods and serves as adviser and general partner to a private hedge fund.

Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Real estate investing Founder/Business Owner Executive
user avatar

Harold G

Series 66

Peachtree City, GA

QM Advisors LLC

Harold Gay is a financial advisor with QM Advisors LLC, holding a Series 66 designation and 10 years of industry experience. He previously worked at Wells Fargo Clearing Services and Edward Jones before joining QM Advisors in 2020. Outside of his advisory role, he serves on the Board of Trustees and Annual Support Committee of the Whitfield Healthcare Foundation and is involved with the Dalton Organization of Churches-United for People. QM Advisors LLC provides investment advisory and financial planning services to individuals, corporations, and retirement plans, including high-net-worth clients. The firm offers discretionary and non-discretionary portfolio management and acts as adviser to a private hedge fund, employing a variety of analytic methods and investment strategies.

Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Real estate investing Founder/Business Owner Executive
user avatar

Joseph Y

CFP®, Series 65, Series 66

Great Falls, VA

QM Advisors LLC

Joseph Yoon is a CFP® with 23 years of industry experience, currently serving at QM Advisors LLC. His prior roles include positions at Resources Investment Advisors, TimeScale Financial, AOG Wealth Management, Kalos Capital, and Charles Schwab. Outside of advising, he is the principal of Castle Hill Consulting, LLC, which conducts various 1099 business activities. QM Advisors LLC provides investment advisory and financial planning services to individuals, corporations, and retirement plans, including management of private pooled vehicles. The firm offers both discretionary and non-discretionary portfolio management using multiple analytic methods and serves as adviser and general partner to a private hedge fund.

Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Real estate investing Founder/Business Owner Executive
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