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Qma Investment Management, LLC (Charlotte)


Qma Investment Management, LLC is an adviser based in Charlotte. It manages $2.7 million of regulatory assets for 16 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of North Carolina and Virginia.

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Qma Investment Management provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and security ratings or pricing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Qma Investment Management: assets under management

The assets under management (AUM) of Qma Investment Management, LLC is $2.7 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -98% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $2.7 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $168.5 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Qma Investment Management, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Charlotte

The principal office where Qma Investment Management, LLC performs its advisory services is located at 3720 Wendwood Lane, Charlotte, NC 28211, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 704-807-3531. The normal business hours are 8:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at www.qmallc.com.


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