Quantum Advisory Group, LLC

Overview

Quantum Advisory Group, LLC is a privately held limited liability company that acts as a capital allocator and investment adviser. The firm lists financial planning and portfolio management for individuals, small businesses, and institutions among its core services, and it also includes pension consulting services and the selection of other advisers in its advisory activities. Its fee arrangements are a mix of asset‑based fees, hourly billing, and fixed fees. The firm does not identify as an active ESG investor and is not classified as a multi‑state adviser. Ownership is held by an individual. Quantum Advisory Group describes itself as a manager that places client capital with third‑party managers when appropriate. It is affiliated in industry terms as an “other investment adviser” and reports offering both advisory and consultative services rather than operating purely as a discretionary money manager.

Assets & Accounts

Investments & Alternatives