Data / Investment advisers / Maryland / QP Consulting
QP Consulting, Takoma Park, MD: $560 million AUM, SEC registered investment adviser
QP Consulting is an SEC registered investment adviser with its main office in Takoma Park, Maryland and reports $560 million in regulatory assets under management in its Form ADV filed January 20, 2026. Its clients include pension and profit sharing plans, high net worth individuals and state and municipal governments. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 129601
- SEC file number
- 801-78910
- SEC status
- Approved, effective December 18, 2013
- Legal name
- QP Consulting, LLC
- Main office
- 6930 Carroll Avenue Ste. 407, Takoma Park, MD 20912
- Phone
- (301) 326-1521
- Website
- qp-consulting.com
- Regulatory AUM
- $559,601,312 in the Form ADV filed January 20, 2026
- Discretionary AUM
- $92,747,711
- Non discretionary AUM
- $466,853,601
- Accounts
- 76
- Employees
- 2, of which 1 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees, other fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- January 20, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 33 | $444.2 million |
| High net worth individuals | 28 | $83.8 million |
| State or municipal government entities | Fewer than 5 | $22.6 million |
| Individuals (other than high net worth individuals) | 13 | $8 million |
| Charitable organizations | Fewer than 5 | $973,335 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| February 2, 2026 | $559.6 million | January 20, 2026 |
| December 1, 2025 | $497.9 million | January 21, 2025 |
Other advisers in Maryland
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Soapstone Management L.P. | Bethesda | $610.1 million | 1 | adviserinfo.sec.gov |
| Prostatis Financial Advisors Group | Hanover | $605.4 million | Not listed | adviserinfo.sec.gov |
| Perspective Wealth Management | Hunt Valley | $595 million | Not listed | adviserinfo.sec.gov |
| HZ Investments Inc. | Chevy Chase | $591.4 million | Not listed | adviserinfo.sec.gov |
| LGG Financial | Bethesda | $563.9 million | Not listed | adviserinfo.sec.gov |
| Quantum Financial Advisors Inc | Rockville | $557.5 million | Not listed | adviserinfo.sec.gov |
| Veridian Capital Partners | Frederick | $551.1 million | Not listed | adviserinfo.sec.gov |
| Beacon Investment Advisors LLC | Gaithersburg | $541.9 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Maryland
- Advisers with $500 million to $1 billion in AUM
- Advisers serving pension and profit sharing plans
- Advisers serving high net worth individuals
- QP Consulting on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.