QKM, L.L.C.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
QKM provides investment research to high‑net‑worth investors and pooled investment vehicles, delivering written analysis and advisory reports rather than managing client accounts or executing trades. The firm does not custody client assets, accept brokerage discretion, or provide portfolio management services for individual non‑HNW retail clients.
The firm emphasizes bottoms‑up, fundamental analysis of publicly available market, company and macroeconomic data using proprietary methodologies, and may cover companies ranging from micro‑cap to large‑cap including multi‑nationals. QKM publishes research and charges negotiated one‑time fees, retainers or performance‑based fees; performance arrangements are documented case‑by‑case and require clients to meet Qualified Client standards.
Distinctive aspects disclosed in the brochure include accepting pooled investment vehicles and using performance‑based compensation, an affiliation between the principal and real estate investment activities (about 5 hours per week) and a co‑owned software business (up to about 20 hours per week). The brochure also notes the firm and its principal may trade in securities they research and discloses a previously settled private civil lawsuit tied to published research, each identified as potential conflicts to be managed.
Client services
Expertise
Fee options
Performance fees generally range between 15-25% of a client’s profits generated by an investment in which QKM has provided services
Monthly and quarterly fees range from $1,000 to $10,000 per month
Fee-only: One-time fees range from $5,000 to $25,000; monthly and quarterly fees range from $1,000 to $10,000 per month
Main office
Dallas TX
Advisors at this office
1
Most active in
Texas
Also doing business as
Qkm Limited Liability Company · Qkm, L.L.C.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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