Firm profile

QP CONSULTING

TAKOMA PARK, MDCRD 129601Latest ADV January 20, 2026

Qp Consulting is an SEC registered investment adviser organized as a limited liability company with a primary office location in Takoma Park, MD. Its latest Form ADV filing, dated January 20, 2026, reports $560M in regulatory assets under management, 2 employees, and 76 accounts.

Assets Under Management
$560M
Employees
2
Offices
--
Total Clients
74
Primary office
TAKOMA PARK, MD
6930 CARROLL AVENUE, STE. 407, TAKOMA PARK, MD, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOMark J. Ivcevich

Advisory services offered

2 types reported
Pension consulting services
Portfolio management for individuals and small businesses

Fee models offered

4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 15, 2026

Client Coverage Demographics

Top client segmentPension Plans represent 44.6% of total clients.
Top client categories% of clientsClients
1
Pension Plans
44.6%
33
2
HNWI
37.8%
28
3
Individuals
17.6%
13
Categories with <5 clients
Charitable Organizations<5 clients
State or municipal government entities (including govt. pension plans)<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$560Mas of January 20, 2026
Discretionary16.6%
$93M
17% of total RAUM16.6%
Non-discretionary83.4%
$467M
83% of total RAUM83.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$560M
Total Accounts76
10Y AUM Change+$360M (+180.3%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees2
Clients per Employee37:1
10Y Employee Change+1 (+100.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.