{
  "crd_number": 174733,
  "slug": "quantum-capital-group-houston-tx-174733",
  "primary_business_name": "QUANTUM CAPITAL GROUP",
  "legal_name": "QEP ADVISERS, LLC",
  "dbas": [],
  "city": "Houston",
  "state": "TX",
  "country": "United States",
  "cbsa_code": "26420",
  "metro": {
    "cbsa_code": "26420",
    "common_name": "Houston",
    "msa_name": "Houston-Pasadena-The Woodlands, TX",
    "path": "/advisors/tx/houston"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2015-04-13",
  "years_registered": 11,
  "period": "2026-10-01",
  "filing_date": "2026-06-30",
  "carried_forward": false,
  "raum_total": 28772157615.0,
  "raum_discretionary": 28772157615.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 144,
  "advisory_employees": 65,
  "client_count_bucket": null,
  "clients_by_type": {
    "pooled_investment_vehicles": {
      "raum": 28772157615.0,
      "count": 71
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "TX"
  ],
  "websites": [
    "https://linkedin.com/company/quantum-energy-partners",
    "https://quantumcap.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/174733",
  "city_as_filed": "HOUSTON",
  "url": "https://advisorcensus.com/firm/quantum-capital-group-houston-tx-174733",
  "display_name": "Quantum Capital Group",
  "summary": "Quantum Capital Group is an SEC-registered investment advisory firm in Houston, TX, registered since 2015, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated June 30, 2026.",
  "citation": "AdvisorCensus. Quantum Capital Group (CRD 174733): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)"
  ],
  "quick_answers": [
    {
      "q": "How is Quantum Capital Group compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Quantum Capital Group reports these compensation arrangements: a percentage of assets under its management; performance-based fees."
    },
    {
      "q": "Where is Quantum Capital Group located?",
      "a": "Quantum Capital Group's principal office is in Houston, TX, according to its Form ADV; the July 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Quantum Capital Group registered with the SEC or a state?",
      "a": "Quantum Capital Group is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 174733."
    },
    {
      "q": "How much does Quantum Capital Group manage?",
      "a": "Quantum Capital Group reports $28,772,157,615 in regulatory assets under management in its Form ADV filing dated June 30, 2026 (100% discretionary)."
    },
    {
      "q": "How have Quantum Capital Group's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Quantum Capital Group: Regulatory assets under management: $11,662,546,680 in the October 2021 data and $28,772,157,615 in the October 2026 data, up 147%. Total employees: 65 in October 2021 and 144 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 Group serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (71)."
    },
    {
      "q": "Does Quantum Capital Group 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/174733"
    },
    {
      "q": "Does Quantum Capital Group state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 31, 2026 says: \"Typically, a minimum investment amount of $10 million is imposed on third parties investing in the investment vehicles for which the Company acts as investment adviser.\""
    },
    {
      "q": "What changed in Quantum Capital Group's recent Form ADV filings?",
      "a": "In the July 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 11662546680.0,
      "total_employees": 65,
      "filing_date": "2021-03-31"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 15761877809.0,
      "total_employees": 78,
      "filing_date": "2022-03-31"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 19658908878.0,
      "total_employees": 97,
      "filing_date": "2023-05-24"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 19721005094.0,
      "total_employees": 118,
      "filing_date": "2024-08-21"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 21976654693.0,
      "total_employees": 130,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 28772157615.0,
      "total_employees": 144,
      "filing_date": "2026-06-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 64 to 65.",
        "Regulatory assets under management went from $21,976,654,693 to $28,772,157,615 (+31%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 31, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$10,000,000",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $10,000,000"
        ],
        "quotes": [
          "Typically, a minimum investment amount of $10 million is imposed on third parties investing in the investment vehicles for which the Company acts as investment adviser."
        ]
      }
    ],
    "quotes": [
      "Typically, a minimum investment amount of $10 million is imposed on third parties investing in the investment vehicles for which the Company acts as investment adviser."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/quantum-capital-group-houston-tx-174733.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 71,
      "fewer_than_5": false,
      "raum": 28772157615.0
    }
  ],
  "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/174733",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}