# QBI FINANCIAL, LLC

QBI FINANCIAL, LLC of CHARLOTTE, NC is an SEC-registered investment adviser.

## Registration

- CRD: 286639
- Type: SEC-registered investment adviser
- SEC file number: 801-109922
- Location: 6302 FAIRVIEW ROAD, SUITE 100, CHARLOTTE, NC, 28210
- Phone: 980 859 5660
- Latest filing: 2018-03-20
- Regulatory AUM: $14.6M
- Discretionary AUM: $14.2M
- Non-discretionary AUM: $448K
- Clients: 11
- Accounts: 175

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| SIMPSON BRIAN EVERETT | MANAGING PRINCIPAL; OWNER AND ELECTED MANAGER | — |
| JASTER RICK CAMERON | CHIEF INVESTMENT OFFICER; OWNER AND ELECTED MANAGER | — |
| BEEBE PETER WILLIAM | MANAGING PRINCIPAL; OWNER AND ELECTED MANAGER | — |
| NIELSEN DAVID L | CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER; OWNER AND ELECTED MANAGER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/286639/brochure
- Similar advisers: https://search.stillhousedata.com/firm/286639/similar
- Related entities: https://search.stillhousedata.com/firm/286639/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/286639

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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.