Quantum Financial Advisors Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Rockville, MD. Its latest Form ADV filing, dated March 26, 2026, reports $558M in regulatory assets under management, 10 employees, 5 offices, and 364 accounts.
Assets Under Management
$558M
Employees
10
Offices
5 offices
Total Clients
363
Primary office
ROCKVILLE, MD
51 MONROE STREET, SUITE 1902, ROCKVILLE, MD, United States
Top client segmentHNWI represent 63.4% of total clients.
Top client categories% of clientsClients
1
HNWI
63.4%
230
2
Individuals
30.3%
110
3
Pension Plans
6.3%
23
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$558Mas of March 26, 2026
Discretionary27.1%
$151M
27% of total RAUM27.1%
Non-discretionary72.9%
$407M
73% of total RAUM72.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$558M
Total Accounts364
10Y AUM Change+$422M (+312.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee36:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.