Quantca Financial

RIASEC RegisteredEst. 2024
Total AUM
$10.4K
Discretionary
$10.4K
100% of AUM
Avg account
$5.2K
Accounts
2
Employees
2
Advisory reps
2

Firm details

Headquarters
Edmonds, Washington
CRD number
329324
Registered since
September 24, 2024
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Owners & executives

2 of 2
  • Aaron Farrell

    CEOCRD 7844212

  • Reginald Farrell

    CTOCRD 7844214

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth