Overview
Assets Under Management: $144 million
High-Net-Worth Clients: 30
Average Client Assets: $3.3 million
Frequently Asked Questions
QUANTUM CAPITAL INVESTMENTS, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #156037), QUANTUM CAPITAL INVESTMENTS, INC. is subject to fiduciary duty under federal law.
QUANTUM CAPITAL INVESTMENTS, INC. serves 30 high-net-worth clients according to their SEC filing dated January 14, 2026. View client details ↓
According to their SEC Form ADV, QUANTUM CAPITAL INVESTMENTS, INC. offers financial planning and portfolio management for individuals. View all service details ↓
QUANTUM CAPITAL INVESTMENTS, INC. manages $144 million in client assets according to their SEC filing dated January 14, 2026.
According to their SEC Form ADV, QUANTUM CAPITAL INVESTMENTS, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 30
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 68.06%
Average Client Assets: $3.3 million
Total Client Accounts: 265
Discretionary Accounts: 265
Regulatory Filings
CRD Number: 156037
Filing ID: 2038663
Last Filing Date: 2026-01-14 09:44:09