Q3 Asset Management

Q3 Asset Management

Q3 Asset Management was founded in 2006 in Birmingham, Michigan, an affluent Detroit suburb. The firm operates as a registered investment advisor providing discretionary portfolio management and financial planning to individuals, high-net-worth families, trusts, and corporate accounts. Its founding team built the practice around tactical asset allocation, a discipline that adjusts portfolio exposures based on quantitative market indicators rather than fixed strategic weights. The firm implements its models through separately managed accounts, giving it direct control over security selection and turnover. Public records indicate a focus on ETF-driven portfolios, a structure that allows rapid reallocation without the liquidity constraints of individual stock-picking or private funds. Headquartered in Michigan, Q3 serves a client base that is primarily domestic. The firm's public filings and disclosures, including its Form ADV, have historically shown a lean team structure typical of a boutique advisory practice. Q3 has not publicly disclosed total regulatory assets under management, nor does it break out professional headcount or geographic reach beyond its Michigan base. There is no public record of adjacent vehicles — no affiliated philanthropic foundation, real-asset arm, or capital-club membership — suggesting a focused, single-entity advisory operation. Structurally, Q3 Asset Management represents a niche within the RIA landscape: a tactical allocator operating at a scale and profile well below the large-platform RIAs and aggregators that dominate industry rankings. Its differentiation rests entirely on its active, model-driven rebalancing ethos rather than on brand, distribution, or alternative-asset access. For institutional allocators and peer family offices, Q3's posture as a tactical manager offers a clear, transparent value proposition — but with limited visibility into AUM, team depth, or institutional-caliber infrastructure.