# Quan Vest Consultants Inc

> Quan Vest Consultants Inc is an SEC-registered investment advisory firm in Manhasset, NY, registered since 1984, with no regulatory assets under management reported in its Form ADV filing dated March 14, 2026.

- CRD: 104714
- Filed as: QUAN VEST CONSULTANTS INC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Manhasset, NY
- Filing period: October 2026
- Form ADV filing dated: March 14, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/104714
- AdvisorCensus page: https://advisorcensus.com/firm/quan-vest-consultants-inc-manhasset-ny-104714

## Quick answers

**How is Quan Vest Consultants Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Quan Vest Consultants Inc reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Quan Vest Consultants Inc charge?**
Its Form ADV Part 2A brochure dated March 14, 2026 states: Hourly rate: $300 an hour (specific one-time projects). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Quan Vest Consultants Inc located?**
Quan Vest Consultants Inc's principal office is in Manhasset, NY, according to its Form ADV.

**Is Quan Vest Consultants Inc registered with the SEC or a state?**
Quan Vest Consultants Inc is an SEC-registered investment advisory firm, registered since 1984. Status as filed: Approved. CRD 104714.

**How have Quan Vest Consultants Inc's assets and staff changed since 2021?**
In the Form ADV data for Quan Vest Consultants Inc: Total employees: 5 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Quan Vest Consultants Inc serve?**
By number of clients on Form ADV Item 5.D: pension and profit sharing plans (but not the plan participants or government pension plans) (38); other (5); state or municipal government entities (including government pension plans) (2).

**Does Quan Vest Consultants Inc report any disciplinary disclosures?**
Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.G (pending regulatory proceeding). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/104714

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 14, 2026)

- Hourly rate: $300 an hour (specific one-time projects)

> Depending on the nature of a specific one-time project, Quan-Vest may, alternatively, propose to charge at an hourly rate, typically, of at least $300 per hour.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 38 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 2 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 5 | $0 |

### Advisory services (Item 5.G)
- Pension consulting services
- Other

### Firm details
- Registered since: 1984 (42 years)
- Employees: 6 total, 6 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.G: Is the firm or an advisory affiliate now the subject of a regulatory proceeding that could result in a yes answer to any part of 11.C, 11.D, or 11.E?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/104714

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | Not reported | 5 | February 12, 2021 |
| October 2022 | Not reported | 6 | March 21, 2022 |
| October 2023 | Not reported | 6 | March 1, 2023 |
| October 2024 | Not reported | 6 | September 3, 2024 |
| October 2025 | Not reported | 6 | March 4, 2025 |
| October 2026 | Not reported | 6 | March 14, 2026 |

Total employees: 5 in October 2021 and 6 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Quan Vest Consultants Inc (CRD 104714): Form ADV filing data as of October 2026.