Quantum Financial Partners LLC

RIASEC & State Registered
Total AUM
$149M
Discretionary
$149M
100% of AUM
Avg account
$278K
Accounts
534
Employees
9
Advisory reps
7

Firm details

Headquarters
Overland Park, Kansas
CRD number
138112
Registered since
February 26, 2026
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 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

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 75%, US Government Bonds 8%, Cash & Cash Equivalents 8%, Other 5%, Derivatives 2%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%75%
  • Exchange Traded Equities75%
  • US Government Bonds8%
  • Cash & Cash Equivalents8%
  • Other5%
  • Derivatives2%

Owners & executives

1 of 1
  • Jeffrey White

    Jeffrey White

    Chief Compliance Officer And OwnerCRD 3009708

Contacts

3 of 6
  • Brett Renner

    Brett Renner

    Investment Advisor RepresentativeCRD 5877256

  • Adam Musfeldt

    Adam Musfeldt

    Managing Partner, Investment Advisor RepresentativeCRD 5882394

  • Kenrick Moore

    Kenrick Moore

    PartnerCRD 4215198

Unlock 3 more contacts →

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 103

Active vs passive

$184M in ETFs

Passive

38%

$70.7M

Active

54%

$113M

ETFProviderStyleCategoryValueShares% of portfolio
CAPITAL GROUP GROWTH ETF (CGGR)Capital GroupActiveLarge Growth$10.8M227,4605.86%

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth