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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

QM ADVISORS LLC

CRD 297438

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2a975afb-d927-d256-2a39-4256b0d86928

Data as of Mar 25, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:36 AM UTC and rebuilt at most every 15 minutes.

Relationships: 14
Dated events: 1
On other graphs: 0
Observed: Apr 16, 2025 to Mar 25, 2026
2 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.77 fund_share=0.09 institutional_share=0.14 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $140MItem 5.F on the latest filing (2026-03-25); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $120M
Private client RAUM: $107MderivedItem 5.D individuals plus high net worth individuals
Private client share: 77%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 10
RAUM per advisor: $14.0Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 9
Advisory employees: 9
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 161
Individual clients: 91
High net worth clients: 63
Private funds: 1Schedule D 7.B(1)
Custody, client assets: $10.0M
SEC number: 801-132594
CIK: 1877126
CRD: 297438
Filings on the tape: 2
First filed: Apr 16, 2025
Latest filed: Mar 25, 2026
Organised: Limited Liability Company, GA
Website: qmadvisors.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
DAVID MICHAEL SIMMONS	n/a	PEACHTREE CITY, GA	8	26	3	no
DARREN RUSSELL HEIL	n/a	PEACHTREE CITY, GA	8	27	2	no
Jeffrey James Connor	n/a	PEACHTREE CITY, GA \| CHATTANOOGA, TN	7	29	n/a	no
John Eric Bauman	n/a	PEACHTREE CITY, GA \| Inlet Beach, FL	7	10	1	no
ANDREW J TOERING	Certified Financial Planner	PEACHTREE CITY, GA	6	20	4	no
HAROLD TYLER GAY	n/a	PEACHTREE CITY, GA	6	11	2	no
JOSHUA OLIVER EDMONDS	n/a	PEACHTREE CITY, GA	3	21	1	no
JOSEPH S YOON	Certified Financial Planner	PEACHTREE CITY, GA \| Great Falls, VA	2	26	5	no
John Paxton DeMent	Certified Financial Planner	PEACHTREE CITY, GA	1	13	4	no
DAVID RAY O'DELL	n/a	PEACHTREE CITY, GA	0	20	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
1776 CAPITAL LLC	Member	D	yes	10/2018	Mar 25, 2026	Mar 25, 2026
SIMMONS FINANCIAL LLC	Member	D	yes	10/2018	Mar 25, 2026	Mar 25, 2026
SIMMONS, DAVID, MICHAEL	CHIEF COMPLIANCE OFFICER	Na	yes	05/2018	Mar 25, 2026	Mar 25, 2026

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 25, 2026	$140M	$120M	9	9	2	1	n/a
2024	Apr 16, 2025	$118M	$103M	9	9	2	1	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	2	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$140M	$118M	18.6%	n/a	n/a	9	9	2	2

Relationships

Registered with (10)

← DAVID RAY O'DELLAdvisorregistration: current employment
May 15, 2026 to presentfactForm ADV
← John Paxton DeMentAdvisorregistration: previous registration
Feb 7, 2019 to Nov 8, 2022factForm ADV
← JOSEPH S YOONAdvisorregistration: current employment
May 14, 2024 to presentfactForm ADV
← JOSHUA OLIVER EDMONDSAdvisorregistration: current employment
Apr 20, 2023 to presentfactForm ADV
← HAROLD TYLER GAYAdvisorregistration: current employment
Jan 28, 2020 to presentfactForm ADV
← ANDREW J TOERINGAdvisorregistration: current employment
Nov 8, 2019 to presentfactForm ADV
← John Eric BaumanAdvisorregistration: current employment
May 8, 2019 to presentfactForm ADV
← Jeffrey James ConnorAdvisorregistration: current employment
Apr 9, 2019 to presentfactForm ADV
← DARREN RUSSELL HEILAdvisorregistration: current employment
Sep 21, 2018 to presentfactForm ADV
← DAVID MICHAEL SIMMONSAdvisorregistration: current employment
Jul 12, 2018 to presentfactForm ADV

Controls (3)

← 1776 CAPITAL LLCOwnerMEMBER, ownership code D, domestic entity
Mar 25, 2026 to presentfactForm ADV
← SIMMONS FINANCIAL LLCOwnerMEMBER, ownership code D, domestic entity
Mar 25, 2026 to presentfactForm ADV
← SIMMONS, DAVID, MICHAELOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 25, 2026 to presentfactForm ADV

Dated events

Occurred
Nov 8, 2022
Advisor changed firm
John Paxton Dement left Qm Advisors Llc for Gradient Advisors, Llc (registered 2023-08-01)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2a975afb-d927-d256-2a39-4256b0d86928
First observed: Apr 16, 2025
Last observed: Mar 25, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

QM ADVISORS LLC

CRD 297438

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2a975afb-d927-d256-2a39-4256b0d86928

Data as of Mar 25, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:36 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

DAVID MICHAEL SIMMONS

n/a

PEACHTREE CITY, GA

DARREN RUSSELL HEIL

n/a

PEACHTREE CITY, GA

Jeffrey James Connor

n/a

PEACHTREE CITY, GA | CHATTANOOGA, TN

n/a

John Eric Bauman

n/a

PEACHTREE CITY, GA | Inlet Beach, FL

ANDREW J TOERING

Certified Financial Planner

PEACHTREE CITY, GA

HAROLD TYLER GAY

n/a

PEACHTREE CITY, GA

JOSHUA OLIVER EDMONDS

n/a

PEACHTREE CITY, GA

JOSEPH S YOON

Certified Financial Planner

PEACHTREE CITY, GA | Great Falls, VA

John Paxton DeMent

Certified Financial Planner

PEACHTREE CITY, GA

DAVID RAY O'DELL

n/a

PEACHTREE CITY, GA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

1776 CAPITAL LLC

Member

yes

10/2018

Mar 25, 2026

SIMMONS FINANCIAL LLC

Member

yes

10/2018

Mar 25, 2026

SIMMONS, DAVID, MICHAEL

CHIEF COMPLIANCE OFFICER

yes

05/2018

Mar 25, 2026

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 25, 2026

$140M

$120M

n/a

2024

Apr 16, 2025

$118M

$103M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$140M

$118M

18.6%

n/a