{
  "crd_number": 162826,
  "slug": "quantum-capital-advisors-llc-park-city-ut-162826",
  "primary_business_name": "QUANTUM CAPITAL ADVISORS, LLC",
  "legal_name": "QUANTUM CAPITAL ADVISORS, LLC",
  "dbas": [],
  "city": "Park City",
  "state": "UT",
  "country": "United States",
  "cbsa_code": "25720",
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2012-08-16",
  "years_registered": 14,
  "period": "2026-10-01",
  "filing_date": "2026-03-26",
  "carried_forward": false,
  "raum_total": 797887852.0,
  "raum_discretionary": 797887852.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 4,
  "advisory_employees": 4,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other_investment_advisers": {
      "raum": 715529516.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 5714394.0,
      "count": null,
      "fewer_than_5": true
    },
    "pooled_investment_vehicles": {
      "raum": 76643942.0,
      "count": 1
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "NJ",
    "UT"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/162826",
  "city_as_filed": "PARK CITY",
  "url": "https://advisorcensus.com/firm/quantum-capital-advisors-llc-park-city-ut-162826",
  "display_name": "Quantum Capital Advisors, LLC",
  "summary": "Quantum Capital Advisors, LLC is an SEC-registered investment advisory firm in Park City, UT, registered since 2012, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 26, 2026.",
  "citation": "AdvisorCensus. Quantum Capital Advisors, LLC (CRD 162826): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Quantum Capital Advisors, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Quantum Capital Advisors, LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "How much does Quantum Capital Advisors, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 25, 2026 states: Up to $100,000,000: 1% a year; $100,000,000 to $250,000,000: 0.85% a year; Above $250,000,000: 0.75% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Quantum Capital Advisors, LLC located?",
      "a": "Quantum Capital Advisors, LLC's principal office is in Park City, UT, according to its Form ADV."
    },
    {
      "q": "Is Quantum Capital Advisors, LLC registered with the SEC or a state?",
      "a": "Quantum Capital Advisors, LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 162826."
    },
    {
      "q": "How much does Quantum Capital Advisors, LLC manage?",
      "a": "Quantum Capital Advisors, LLC reports $797,887,852 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary)."
    },
    {
      "q": "How have Quantum Capital Advisors, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Quantum Capital Advisors, LLC: Regulatory assets under management: $141,734,249 in the October 2021 data and $797,887,852 in the October 2026 data, up 463%. Total employees: 4 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Quantum Capital Advisors, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (1)."
    },
    {
      "q": "Which custodians does Quantum Capital Advisors, LLC use?",
      "a": "Quantum Capital Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and UMB Financial Services, Inc. as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Quantum Capital Advisors, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/162826"
    },
    {
      "q": "What changed in Quantum Capital Advisors, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $935,249,583 to $797,887,852 (-15%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 141734249.0,
      "total_employees": 4,
      "filing_date": "2021-04-06"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 178410516.0,
      "total_employees": 4,
      "filing_date": "2022-04-08"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 155120058.0,
      "total_employees": 4,
      "filing_date": "2023-03-22"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 193911197.0,
      "total_employees": 4,
      "filing_date": "2024-03-27"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 935249583.0,
      "total_employees": 4,
      "filing_date": "2025-03-19"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 797887852.0,
      "total_employees": 4,
      "filing_date": "2026-03-26"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $935,249,583 to $797,887,852 (-15%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 25, 2026",
    "provided_by_the_firm": false,
    "tiers": [
      {
        "band": "Up to $100,000,000",
        "rate": "1%"
      },
      {
        "band": "$100,000,000 to $250,000,000",
        "rate": "0.85%"
      },
      {
        "band": "Above $250,000,000",
        "rate": "0.75%"
      }
    ],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Fee schedule",
        "statements": [
          "Up to $100,000,000: 1% a year",
          "$100,000,000 to $250,000,000: 0.85% a year",
          "Above $250,000,000: 0.75% a year"
        ],
        "quotes": [
          "Assets Under Management                                 Annual Fee \nFirst $100 million 1.00% \nNext $150 million 0.85% \nOver $250 million 0.75%"
        ]
      }
    ],
    "values": {
      "tiers": [
        {
          "min": 0.0,
          "max": 100000000.0,
          "rate_pct": 1.0
        },
        {
          "min": 100000000.0,
          "max": 250000000.0,
          "rate_pct": 0.85
        },
        {
          "min": 250000000.0,
          "max": null,
          "rate_pct": 0.75
        }
      ],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Assets Under Management                                 Annual Fee \nFirst $100 million 1.00% \nNext $150 million 0.85% \nOver $250 million 0.75%"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "UMB Financial Services, Inc.",
      "name_as_filed": "UMB FINANCIAL SERVICES, INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/quantum-capital-advisors-llc-park-city-ut-162826.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": null,
      "fewer_than_5": true,
      "raum": 5714394.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 76643942.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": null,
      "fewer_than_5": true,
      "raum": 715529516.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/162826",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}