Quantca Financial is an SEC registered investment adviser organized as a limited liability company with a primary office location in Edmonds, WA. Its latest Form ADV filing, dated March 27, 2026, reports $10,390 in regulatory assets under management, 2 employees, 1 office, and 2 accounts.
Assets Under Management
$10K
Employees
2
Offices
1 office
Total Clients
<5
Primary office
EDMONDS, WA
123 2ND AVE S, STE 230 OFC 20, EDMONDS, WA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 100.0% of total clients.
Top client categories% of clientsClients
1
Individuals
100.0%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$10Kas of March 27, 2026
Discretionary100.0%
$10K
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.
Total AUM$10K
Total Accounts2
10Y AUM Change+$10K
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee1:1
10Y Employee Change+1 (+100.0%)
* 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.