Quantum Financial Partners LLC
Firm details
- Headquarters
- Overland Park, Kansas
- CRD number
- 138112
- Registered since
- February 26, 2026
- Website
- www.qfp-llc.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Other36.17%
- HNWI36.11%
- Individuals16.46%
- Pooled Investment Vehicles6.46%
- Charitable Organizations4.8%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Quantum Financial Partners LLC is an LLC that operates as a hedge-fund–style advisory and manager. The firm is registered with the SEC (registered in 2026) and combines discretionary portfolio management across individuals, pooled investment vehicles and institutions with the ability to select and oversee other advisers. Fee arrangements include both a percentage-of-AUM component and performance-based fees, consistent with its hedge fund activities. Its reported client base spans individual and family clients as well as institutional investors. The firm does not identify as an active ESG investor and is listed as an owner-operator structure (individual owner). Quantum also serves in sponsor and general-partner roles and acts as managing member for pooled investment vehicles, which aligns with its advisory work for private funds and its use of performance fees.
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 Equities75%
- US Government Bonds8%
- Cash & Cash Equivalents8%
- Other5%
- Derivatives2%
Owners & executives
1 of 1
Jeffrey White
Chief Compliance Officer And OwnerCRD 3009708
Contacts
3 of 6
Brett Renner
Investment Advisor RepresentativeCRD 5877256

Adam Musfeldt
Managing Partner, Investment Advisor RepresentativeCRD 5882394

Kenrick Moore
PartnerCRD 4215198
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 103Active vs passive
$184M in ETFs
38%
$70.7M
54%
$113M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| CAPITAL GROUP GROWTH ETF (CGGR) | Capital Group | Active | Large Growth | $10.8M | 227,460 | 5.86% |
Location
Overland Park, KS
Johnson
Location
Overland Park, KS
Headquartered in Overland Park, KS, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.
- Metro area
- Kansas City-Overland Park-Kansas City, MO-KS
- Region
- Midwest
- County
- Johnson
- Address
- 8700 Indian Creek Pkwy
- Time zone
- CT (UTC-6)
- Office locations
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