# Quantum Capital Group

> 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.

- CRD: 174733
- Filed as: QUANTUM CAPITAL GROUP
- Legal name: QEP Advisers, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Houston, TX
- Filing period: October 2026
- Form ADV filing dated: June 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/174733
- AdvisorCensus page: https://advisorcensus.com/firm/quantum-capital-group-houston-tx-174733

## Quick answers

**How is Quantum Capital Group compensated?**
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.

**Where is Quantum Capital Group located?**
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).

**Is Quantum Capital Group registered with the SEC or a state?**
Quantum Capital Group is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 174733.

**How much does Quantum Capital Group manage?**
Quantum Capital Group reports $28,772,157,615 in regulatory assets under management in its Form ADV filing dated June 30, 2026 (100% discretionary).

**How have Quantum Capital Group's assets and staff changed since 2021?**
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.

**What types of clients does Quantum Capital Group serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (71).

**Does Quantum Capital Group 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/174733

**Does Quantum Capital Group state an account minimum?**
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."

**What changed in Quantum Capital Group's recent Form ADV filings?**
In the July 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Account minimum: $10,000,000

> 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.

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

### Regulatory assets under management (Item 5.F)
- Total: $28,772,157,615
- Discretionary: $28,772,157,615
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 71 | $28,772,157,615 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2015 (11 years)
- Employees: 144 total, 65 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- New York, NY

### Websites listed on Form ADV (Item 1.I)
- quantumcap.com
- LinkedIn @quantum-energy-partners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $11,662,546,680 | 65 | March 31, 2021 |
| October 2022 | $15,761,877,809 | 78 | March 31, 2022 |
| October 2023 | $19,658,908,878 | 97 | May 24, 2023 |
| October 2024 | $19,721,005,094 | 118 | August 21, 2024 |
| October 2025 | $21,976,654,693 | 130 | March 31, 2025 |
| October 2026 | $28,772,157,615 | 144 | June 30, 2026 |

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.

## Changes in the filing (last 12 months)

### July 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Quantum Capital Group (CRD 174733): Form ADV filing data as of October 2026.