Quantum Financial Partners LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities75%
- US Government Bonds8%
- Cash & Cash Equivalents8%
- Other5%
- Derivatives2%
Owners & executives
1 of 1
Jeffrey White
Chief Compliance Officer And OwnerCRD 3009708
Contacts
3 of 6
Charles Koch
IARCRD 4686110

Kenrick Moore
PartnerCRD 4215198

Brett Renner
Investment Advisor RepresentativeCRD 5877256
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 102Active vs passive
$198M in ETFs
36%
$70.2M
57%
$128M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| CAPITAL GROUP GROWTH ETF (CGGR) | American Funds | Active | Large Growth | $11.7M | 247,649 | 5.91% |
Location
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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