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Firm profile

Quantum Financial Advisors Inc.

ROCKVILLE, MDCRD 113563Latest ADV March 26, 2026

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
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CCOIii J. F. Rinaldi
CIOIii J. F. Rinaldi

Advisory services offered

4 types reported
Financial Planning Services
Pension consulting services
Portfolio management for businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 15, 2026

Client Coverage Demographics

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.

Total 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%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

This firm has a multi year gap in available SEC ADV filing history between 2012 and 2022. Charts show the most recent available filing segment under this CRD.

* 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.