Quantca Financial
Firm details
- Headquarters
- Edmonds, Washington
- CRD number
- 329324
- Registered since
- September 24, 2024
- Website
- www.quantca.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Individuals100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsMarket Timing Services
Firm profile
FINTRXOverview
Quantca Financial is a small, independent registered investment adviser formed as an LLC and registered with the SEC in 2024. The firm is owned by an individual and targets individual and family clients. Its advisory mandate centers on discretionary portfolio management for individuals, small businesses and institutional/business clients, and it explicitly offers market-timing services. Fee arrangements include a percentage-of-AUM charge and the ability to collect performance-based fees. The adviser does not present itself as an active ESG investor, is not a multi-state adviser, and does not position as a capital allocator, pension consultant, or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Owners & executives
2 of 2Aaron Farrell
CEOCRD 7844212
Reginald Farrell
CTOCRD 7844214
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Edmonds, WA
Snohomish
Location
Edmonds, WA
Headquartered in Edmonds, WA, anchoring the Seattle-Tacoma, WA metro in the West.
- Metro area
- Seattle-Tacoma, WA
- Region
- West
- County
- Snohomish
- Address
- 123 2nd Ave S
- Time zone
- PT (UTC-8)
- Office locations
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