Quantum Financial Partners LLC

RIASEC RegisteredEst. 2026
Total AUM
$149M
Discretionary
$149M
100% of AUM
Avg account
$278K
Accounts
534
Employees
9
Advisory reps
7

Firm details

Headquarters
Overland Park, Kansas
CRD number
138112
Registered since
February 26, 2026
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 organized as an LLC and is classified in the data set as a hedge fund adviser that became SEC-registered in 2026. Ownership is listed as individual, and the firm serves both individual & family clients and institutional clients. Its compensation model combines a percentage-of-assets-under-management fee with performance-based fees, which is consistent with its hedge-fund designation and private-fund activity. The firm provides discretionary portfolio management across several client types: individuals and small businesses, pooled investment vehicles, and institutions or business clients. It also performs manager selection for third-party advisers. Quantum Financial Partners is not identified as an active ESG investor. Separately, the firm is reported as acting in sponsor, general partner, and managing-member roles for pooled investment vehicles, indicating direct involvement in private fund governance and operations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 75%, US Government Bonds 8%, Cash & Cash Equivalents 8%, Other 5%, Derivatives 2%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%75%
  • Exchange Traded Equities75%
  • US Government Bonds8%
  • Cash & Cash Equivalents8%
  • Other5%
  • Derivatives2%

Owners & executives

1 of 1
  • Jeffrey White

    Jeffrey White

    Chief Compliance Officer And OwnerCRD 3009708

Contacts

3 of 6
  • Charles Koch

    Charles Koch

    IARCRD 4686110

  • Kenrick Moore

    Kenrick Moore

    PartnerCRD 4215198

  • Brett Renner

    Brett Renner

    Investment Advisor RepresentativeCRD 5877256

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 102

Active vs passive

$198M in ETFs

Passive

36%

$70.2M

Active

57%

$128M

ETFProviderStyleCategoryValueShares% of portfolio
CAPITAL GROUP GROWTH ETF (CGGR)American FundsActiveLarge Growth$11.7M247,6495.91%

Location

Primary office

Overland Park, KS

Johnson

Location

Overland Park, KS

Headquartered in Overland Park, KS, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.

Metro area
Kansas City-Overland Park-Kansas City, MO-KS
Region
Midwest
County
Johnson
Address
8700 Indian Creek Pkwy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth