RIA Intel›Advisers›Ohio›QCFO, LLC

QCFO, LLC

Advisory

Data as of Jan 2, 2026 · Source: SEC Form ADV

Average account

$1M

across 20 accounts

AUM per adviser

$21M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 2, 2026.

Total AUM

$21M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$21M

Discretionary AUM$21M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients20

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOH

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

20 clients

17 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in OH

Closest by assets under management. All figures from Form ADV.

TRANQUIL PATH FINANCIAL PLANNING, LLC

$20M

F2 WEALTH LLC

CINCINNATI, OH

$20M

KITH & KIN WEALTH LLC

$20M

RUBY CORPORATION

BEACHWOOD, OH

$21M

HICKEY, KYLE

$21M

BAUER FINANCIAL SERVICES, INC.

$21M

Get the full picture on QCFO, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track QCFO, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans