# Quantum Capital Management, LLC

> Quantum Capital Management, LLC is an SEC-registered investment advisory firm in Northfield, NJ, registered since 2000, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 111083
- Filed as: QUANTUM CAPITAL MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Northfield, NJ
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/111083
- AdvisorCensus page: https://advisorcensus.com/firm/quantum-capital-management-llc-northfield-nj-111083

## Quick answers

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

**What does Quantum Capital Management, LLC's brochure say about its fees?**
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 Management, LLC located?**
Quantum Capital Management, LLC's principal office is in Northfield, NJ, according to its Form ADV.

**Is Quantum Capital Management, LLC registered with the SEC or a state?**
Quantum Capital Management, LLC is an SEC-registered investment advisory firm, registered since 2000. Status as filed: Approved. CRD 111083.

**How much does Quantum Capital Management, LLC manage?**
Quantum Capital Management, LLC reports $1,003,231,212 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary).

**How have Quantum Capital Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Quantum Capital Management, LLC: Regulatory assets under management: $714,582,758 in the October 2021 data and $1,003,231,212 in the October 2026 data, up 40%. 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 Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (70); high net worth individuals (62); investment companies (1).

**Which custodians does Quantum Capital Management, LLC use?**
Quantum Capital Management, 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 Management, 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/111083

**Does Quantum Capital Management, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 25, 2026 says: "Registrant generally requires a $5 million per client minimum for investment management services. However, Registrant, in its sole discretion, may charge a lesser investment management fee or waive the $5 million client minimum"

## 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%

- Account minimum: $5,000,000 (the brochure says it may be waived or negotiated)

> Registrant generally requires a $5 million per client minimum for investment management services. However, Registrant, in its sole discretion, may charge a lesser investment management fee or waive the $5 million client minimum

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: $1,003,231,212
- Discretionary: $1,003,231,212
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 70 | $38,699,881 |
| High net worth individuals | 62 | $236,887,647 |
| Investment companies | 1 | $405,509,950 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $44,990,373 |
| Other investment advisers | Fewer than 5 | $277,143,361 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (and business development companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2000 (26 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NH, NJ, NY, PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- quantumadv.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $714,582,758 | 4 | April 6, 2021 |
| October 2022 | $906,542,801 | 4 | April 8, 2022 |
| October 2023 | $820,330,391 | 4 | March 22, 2023 |
| October 2024 | $878,822,097 | 4 | March 27, 2024 |
| October 2025 | $1,032,733,430 | 4 | March 19, 2025 |
| October 2026 | $1,003,231,212 | 4 | March 26, 2026 |

Regulatory assets under management: $714,582,758 in the October 2021 data and $1,003,231,212 in the October 2026 data, up 40%.
Total employees: 4 in October 2021 and 4 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Quantum Capital Management, LLC (CRD 111083): Form ADV filing data as of October 2026.