Quantum Capital Investments, Inc.

Overview

Quantum Capital Investments, Inc. is an independent, individual-owned registered investment adviser that works primarily with individual and family clients. The firm is structured as a corporation and provides financial planning and portfolio management for individuals and small businesses, with accounting activities listed among its business services. Its fee arrangements include both a percentage-of-assets model and fixed-fee engagements. Quantum Capital identifies as a non-ESG investor, is not set up as a multi-state adviser, and does not act as a capital allocator or pension consultant. The firm became SEC-registered in 2025.

Assets & Accounts

Public Holdings

Investments & Alternatives