A complete list of active advisors currently associated with Q3 Asset Management Corporation

Warmer can help you find a great advisor at Q3 Asset Management Corporation or one who fits your needs even better.

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.

To learn more about the advisors currently working at Q3 Asset Management Corporation, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.