QM Advisors LLC logo

QM Advisors LLC

Updated today

Client AUM

$107,311,561

Clients

154

Advisors

10

across 4 offices

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

Want help finding the right advisor?

Answer a few questions to see advisors matched to you.

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

See office

Peachtree City GA

Advisors at this office

7

Most active in

Florida · Georgia · Tennessee · Texas · Virginia

Also doing business as

G&S Capital LLC · Qm Advisors LLC

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 20 years of industry experience. He has been with QM Advisors LLC since 2019, following prior roles at LPL Financial, United Community Banks, INVEST Financial Corp., Wells Fargo Clearing, and Merrill. QM Advisors LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, corporations, 401(k) plans, and private hedge funds. The firm employs a variety of analytical methods and manages accounts through documented investment policies, including discretionary portfolio management and retirement-plan fiduciary services.

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 five years of industry experience. He holds a Series 65 designation and has worked at QM Advisors since 2023 and previously operated Edmonds Capital LLC for two years. In addition to his advisory role, Edmonds is the managing member of Area Medical LLC, a medical device sales and service business he has managed since 2005. QM Advisors LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, corporations, 401(k) plans, and private hedge funds, employing a range of analytical methods and managing both separately managed accounts and pooled vehicles, including 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 held roles at Gradient Advisors LLC and previously operated his own firm, JP DeMent & Co., where he remains active. Outside of his advisory work, he teaches classes related to annuities and insurance. QM Advisors LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, corporations, 401(k) plans, and private hedge funds. The firm employs a variety of analytical methods to manage discretionary portfolios and operates private hedge funds and pooled investment vehicles.

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 with QM Advisors LLC in Peachtree City, GA, holding Series 63 and Series 66 licenses and has 19 years of industry experience. His prior roles include positions at AM Alpha Fund, LP, KD&D Partners, LLC, US 50 Fund, Ceros Financial Services Inc., and Capital Research Advisors LLC. Outside of his advisory work, he owns 1776 Capital LLC and is a licensed insurance agent. QM Advisors LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, corporations, 401(k) plans, and private hedge funds. The firm employs a mix of analytical methods and manages accounts through documented investment policies, including operating a private hedge fund and managing pooled investment vehicles.

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

David O

Series 63, Series 65

Peachtree City, GA

QM Advisors LLC

David O’dell is an advisor with QM Advisors LLC, holding Series 63 and Series 65 designations. He has professional experience dating back to 2006, including roles at Tradestation Securities, Inc. and operating !QCL Solutions LLC. QM Advisors LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, corporations, 401(k) plans, and private hedge funds. The firm uses a blend of analytical methods to manage discretionary portfolios and operates both separately managed accounts and pooled vehicles, including 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®-certified financial advisor with 24 years of industry experience. He is currently affiliated with QM Advisors LLC and has worked at several firms including Resources Investment Advisors, TimeScale Financial, and Charles Schwab. Outside of advisory work, he is the principal of Castle Hill Consulting, LLC, which manages various 1099 business activities. QM Advisors LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, corporations, 401(k) plans, and private hedge funds. The firm employs a range of analytical methods and manages both separately managed accounts and pooled investment vehicles, including a private hedge fund and portfolios that incorporate diverse asset classes and strategies.

Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Real estate investing Founder/Business Owner Executive
View complete list of advisors at this firm
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)