Firm profile

QUANTUM FINANCIAL PARTNERS LLC

OVERLAND PARK, KSCRD 138112Latest ADV April 10, 2026

Quantum Financial Partners LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Overland Park, KS. Its latest Form ADV filing, dated April 10, 2026, reports $149M in regulatory assets under management, 8 employees, 1 office, and 534 accounts.

Assets Under Management
$149M
Employees
8
Offices
1 office
Total Clients
395
Primary office
OVERLAND PARK, KS
8700 INDIAN CREEK PARKWAY, SUITE 150, OVERLAND PARK, KS, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOAdam L. Musfeldt

Advisory services offered

4 types reported
Portfolio management for businesses
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles

Fee models offered

2 types reported
Asset based fees
Performance-based fees
Sources checked May 15, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 69.4% of total clients.
Top client categories% of clientsClients
1
Individuals
69.4%
274
2
TO BE ALLOCATED AT ANNUAL UPDATE
19.7%
78
3
HNWI
10.6%
42
4
Pooled Investment Vehicles
0.3%
1
Categories with <5 clients
Charitable Organizations<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$149Mas of April 10, 2026
Discretionary100.0%
$149M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$149M
Total Accounts534
10Y AUM Change$0 (0.0%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees8
Clients per Employee49:1
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.