Quantum Financial Partners LLC

RIASEC RegisteredEst. 2026

Total AUM

$149M

Discretionary

$149M

100% of AUM

Avg account

$278K

Accounts

534

Employees

Advisory reps

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

FINTRX

Overview

Quantum Financial Partners LLC is an LLC-structured advisory firm classified as a hedge fund that serves both high-net-worth individuals/families and institutional clients. The firm is SEC-registered (2026) and owned by an individual proprietor. Its compensation combines a percentage-of-AUM charge with performance-based fees. Core advisory services include portfolio management for individuals and small businesses, management of pooled investment vehicles, portfolio management for businesses or institutions, and selection of other advisers. The firm also acts as sponsor, general partner, or managing member of pooled vehicles. Quantum Financial Partners is not an active ESG investor according to its reporting. It identifies as a manager that mixes discretionary portfolio management with the operation and oversight of private pooled structures.