Investment adviser · CRD 137839
Q3 ASSET MANAGEMENT CORPORATION
Investment adviser filing (IA)
BIRMINGHAM, MI, United States · Form ADV filed Mar 29, 2026
- Regulatory AUM
- $795M Form ADV · Item 5.F
- Client accounts
- 2,926 Accounts, not individual clients
- Employees
- 12 Reported in this filing
- Advisory professionals
- 7 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Investment companies | 4 | $354,020,823 | 44.5% |
| Individuals | 2,743 | $319,687,945 | 40.2% |
| High-net-worth individuals | 37 | $69,462,534 | 8.7% |
| Retirement plans | 142 | $51,522,057 | 6.5% |
Filing source
Form ADV 2042378 · Mar 29, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 29, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Investment company portfolio management · Business portfolio management · Publication of newsletters · Market timing
Compensation
Percentage of assets · Hourly · Subscription · Performance-based
Principal office
2175 COLE STREETBIRMINGHAM, MI, 48009, United States
CRD 137839
Filing source
Form ADV 2042378 · Mar 29, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.