# Quantum Capital Advisors, LLC

> 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.

- CRD: 162826
- Filed as: QUANTUM CAPITAL ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Park City, UT
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/162826
- AdvisorCensus page: https://advisorcensus.com/firm/quantum-capital-advisors-llc-park-city-ut-162826

## Quick answers

**How is Quantum Capital Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Quantum Capital Advisors, LLC reports these compensation arrangements: a percentage of assets under its management.

**How much does Quantum Capital Advisors, LLC charge?**
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.

**Where is Quantum Capital Advisors, LLC located?**
Quantum Capital Advisors, LLC's principal office is in Park City, UT, according to its Form ADV.

**Is Quantum Capital Advisors, LLC registered with the SEC or a state?**
Quantum Capital Advisors, LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 162826.

**How much does Quantum Capital Advisors, LLC manage?**
Quantum Capital Advisors, LLC reports $797,887,852 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary).

**How have Quantum Capital Advisors, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Quantum Capital Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (1).

**Which custodians does Quantum Capital Advisors, LLC use?**
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.

**Does Quantum Capital Advisors, LLC report any disciplinary disclosures?**
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

**What changed in Quantum Capital Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $935,249,583 to $797,887,852 (-15%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 25, 2026)

- 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

> Assets Under Management Annual Fee First $100 million 1.00% Next $150 million 0.85% Over $250 million 0.75%

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- UMB Financial Services, Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $797,887,852
- Discretionary: $797,887,852
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | Fewer than 5 | $5,714,394 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $76,643,942 |
| Other investment advisers | Fewer than 5 | $715,529,516 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2012 (14 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ, UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $141,734,249 | 4 | April 6, 2021 |
| October 2022 | $178,410,516 | 4 | April 8, 2022 |
| October 2023 | $155,120,058 | 4 | March 22, 2023 |
| October 2024 | $193,911,197 | 4 | March 27, 2024 |
| October 2025 | $935,249,583 | 4 | March 19, 2025 |
| October 2026 | $797,887,852 | 4 | March 26, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $935,249,583 to $797,887,852 (-15%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Quantum Capital Advisors, LLC (CRD 162826): Form ADV filing data as of October 2026.