Q3 ASSET MANAGEMENT CORPORATION
C42
CRD 137839·SEC 801-77461·BIRMINGHAM, MI
AUM
$794.7M
$500M-$1B
Est. Revenue
$7.9M
@ 1% on AUM
Est. EBITDA
$2.4M
@ 30% margin
Est. Deal Value
$19.1M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $375.0M
'21 · $448.1M
'22 · $536.9M
'23 · $794.2M
'25 · $727.4M
'26 · $794.7M
'20'26
$375.0M → $794.7M▲ +112%
Client mix
| Individuals Other | 2,743 |
| Pension Profit Sharing Plans | 142 |
| Individuals High Net Worth | 37 |
| Investment Companies | 4 |
Operations
Advisory staff (5-yr trend)
'20 · 8 advisors
'21 · 8 advisors
'22 · 6 advisors
'23 · 6 advisors
'25 · 7 advisors
'26 · 7 advisors
'20'26
8 advisors → 7 advisors▼ -12%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — businesses
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (9)
Everything else we've pulled for this record, not yet curated into a section.