Peachtree City, GA logo

Peachtree City, GA Office

Team
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QM Advisors LLC logo

QM Advisors LLC

Team

Firm-wide stats for QM Advisors LLC

Total advisors

10

Across 4 offices

Clients per advisor

15 Very Low

Avg AUM per client

$696,828 Low

HNW client ratio

41% High

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.

Based on QM Advisors LLC

Expertise

Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Real estate investing

Based on QM Advisors LLC

Occupation focus

Founder/Business Owner Executive

Based on QM Advisors LLC

Location

Peachtree City GA

Advisors at this office

7

Advisors at this office

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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
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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

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
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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

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
View complete list of advisors at this office
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