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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...
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. Q3's investment strategy leans on a tactical, rules-based methodology that shifts client capital across multiple asset classes — domestic and international equities, fixed income, commodities, and alternative ETFs — depending on prevailing market trends and volatility signals. 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.
General information
Firm type
Bank / Wealth / Trust
Year founded
2006
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Birmingham
Corporate office
Birmingham, MI, United States
Frequently asked questions
What is Q3 Asset Management's investment approach?
Q3 employs a tactical, rules-based asset allocation strategy driven by quantitative market signals. Rather than maintaining static portfolio weights, the firm shifts client capital across equities, fixed income, commodities, and alternative ETFs based on indicators such as trend, momentum, and volatility. This approach aims to capture upside during favorable market regimes while reducing exposure during downturns.
Who runs investment decisions at Q3 Asset Management?
The firm was co-founded by Brad Giaimo and Eric Wightman, who oversee its investment operations and tactical model implementation. Q3's public disclosures describe an internal investment committee structure responsible for the design and execution of the firm's allocation models. Beyond the founding principals, specific investment team members have not been publicly profiled.
Does Q3 Asset Management manage institutional capital or only individual accounts?
Q3's regulatory filings describe a client base that includes individuals, high-net-worth families, trusts, and corporations. The firm has not publicly marketed institutional separate accounts or commingled fund vehicles. Its operational profile — a Michigan-based boutique with undisclosed AUM — suggests a predominantly wealth-management, rather than institutional, client orientation.
How does Q3 Asset Management differ from a traditional buy-and-hold RIA?
Most RIAs construct strategic portfolios and rebalance to target allocations on a calendar basis. Q3, by contrast, actively shifts allocations across and within asset classes based on market signals. This tactical posture can lead to higher turnover and a more dynamic portfolio composition, distinguishing the firm from peers that anchor to a static 60/40 or endowment-model framework.
Where does Q3 Asset Management operate?
Q3 is headquartered in Birmingham, Michigan, and serves a domestic client base. Public records do not indicate additional office locations or an international presence. The firm's geographic concentration in the Detroit metro area is consistent with a boutique advisory practice serving local and regional clients.
Does Q3 Asset Management disclose its assets under management?
Q3 has not publicly disclosed a verified AUM figure through its website, regulatory filings in widely accessible databases, or media coverage. Without a named external source or the firm's own publication, the AUM remains undisclosed for public-profile purposes.
Does Q3 offer access to private investments, private credit, or hedge funds?
Public information indicates Q3 deploys client capital primarily through ETFs spanning equities, fixed income, and alternatives. There is no public evidence that the firm manages or advises on private-market investments such as venture capital, private equity funds, private credit, or direct real estate deals. Its tactical model is built around liquid, publicly traded instruments.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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