A complete list of active advisors currently associated with QKM, L.L.C.

Warmer can help you find a great advisor at QKM, L.L.C. or one who fits your needs even better.

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.

To learn more about the advisors currently working at QKM, L.L.C., 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.