QUANTUM FINANCIAL PARTNERS LLC

RIASEC RegisteredEst. 2026

Total AUM

$149M

Discretionary

$149M

100% of AUM

Avg account

$278K

Accounts

534

Employees

Advisory reps

Firm details

Headquarters: OVERLAND PARK, Kansas
CRD number: 138112
Registered since: February 26, 2026
Website: www.qfp-llc.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Other36.17%
HNWI36.11%
Individuals16.46%
Pooled Investment Vehicles6.46%
Charitable Organizations4.8%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Quantum Financial Partners LLC is a privately owned investment adviser organized as an LLC and classified in the data as a hedge fund. The firm serves both individual & family clients and institutional clients and charges a mix of asset-based and performance-linked fees. Its advisory services cover portfolio management for individuals and small businesses, pooled investment vehicles, and institutions, and the firm also performs selection-of-other-advisers duties. The firm does not profile itself as an active ESG investor. The firm is listed as an SEC-registered adviser (registration year shown as 2026 in the source) and is identified as a sponsor/GP/managing member of pooled investment vehicles, indicating it both advises and has principal roles in at least some private pooled structures.