RIA Intel›Advisers›Connecticut›QVM GROUP LLC

QVM GROUP LLC

Advisory

CT

Data as of Oct 21, 2025 · Source: SEC Form ADV

Rank in CT
#942
of 1,312 advisers by AUM
Average account
$5M
across 15 accounts
AUM per adviser
$68M
1 adviser

Source: SEC Form ADV. Figures as filed Oct 21, 2025.

Total AUM
$68M
Discretionary %
100%
Clients
15
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$68M
Discretionary AUM$68M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients15
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCT
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CT

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

BLAKELY HARBOR ADVISORS, LLC
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RIDGEVIEW HOLDINGS LIMITED LIABILITY COMPANY
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KEEL CAPITAL MANAGEMENT, LLC
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BLUM SHAPIRO FINANCIAL SERVICES INC
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-25.0% 1Y

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