Q3 Asset Management Corporation is an SEC registered investment adviser organized as a corporation with a primary office location in Birmingham, MI. Its latest Form ADV filing, dated March 29, 2026, reports $795M in regulatory assets under management, 12 employees, 2 offices, and 2,926 accounts.
Top client segmentIndividuals represent 93.7% of total clients.
Top client categories% of clientsClients
1
Individuals
93.7%
2,743
2
Pension Plans
4.9%
142
3
HNWI
1.3%
37
4
Investment Cos.
0.1%
4
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$795Mas of March 29, 2026
Discretionary100.0%
$795M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$795M
Total Accounts2,926
10Y AUM Change+$530M (+200.5%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee244:1
10Y Employee Change+5 (+71.4%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* 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.