# QUALIFIED PLAN ADVISORY, LLC

QUALIFIED PLAN ADVISORY, LLC of SANTA ANA, CA is an SEC-registered investment adviser.

## Registration

- CRD: 135324
- Type: SEC-registered investment adviser
- SEC file number: 801-66437
- Location: 901 W. CIVIC CENTER DR, SANTA ANA, CA, 92703
- Phone: 714-486-4544
- Latest filing: 2026-05-19
- Regulatory AUM: $104.8M
- Discretionary AUM: $10.6M
- Non-discretionary AUM: $94.2M
- Clients: 1
- Accounts: 30

## Business model

- Compensation: % of AUM, Fixed
- Clients served: High net worth, Pensions

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| CAMPBELL DAVID SCOTT | PRESIDENT, CCO; PRESIDENT, CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/135324/brochure
- Similar advisers: https://search.stillhousedata.com/firm/135324/similar
- Related entities: https://search.stillhousedata.com/firm/135324/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/135324

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.