|
⚲
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| QFC Advisory LLC
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|
|
|---|---|
| CRD # | 118886 |
| SEC # | 801-136332 |
| CIK # | |
| AUM | $128.8 M (2026-06-02) |
| Employees | 4 (50% Investors, 50% Brokers) |
| Phone | 865-984-3550 |
| Address | 115 West Broadway Avenue Maryville, TN 37801-4703 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 179 | 71.3 |
| (b) Individuals (high net worth individuals) | 27 | 47.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 2.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 5.8 |
| (n) Other | 2 | 1.9 |
| Total | 595 | 128.8 |
| By Discretionary | ||
| Discretionary | 590 | 128.8 |
| Non-Discretionary | 5 | 0.1 |
| Total | 595 | 128.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 128.8 | |
| Total | 595 | 128.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Walsky Investment Management Inc
✚
|
PA | 0.1 |
|
Pasqua Thomas
✚
|
FL | 0.1 |
|
Patina Wealth LLC
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|
0.1 | |
|
Stephen Smith Financial Inc
✚
|
IL | 0.1 |
|
Infinity Advisory Group LLC
✚
|
MI | 0.1 |
|
ISF Global Capital Inc
✚
|
FL | 0.1 |
|
Revalue LLC
✚
|
MI | 0.1 |
|
Foster Point Capital LLC
✚
|
0.1 | |
|
St John & Associates Inc
✚
|
GA | 0.1 |
|
Second Half Financial Partners LLC
✚
|
FL | 0.1 |