{
  "crd_number": 113563,
  "slug": "quantum-financial-advisors-inc-rockville-md-113563",
  "primary_business_name": "QUANTUM FINANCIAL ADVISORS INC",
  "legal_name": "QUANTUM FINANCIAL ADVISORS INC",
  "dbas": [
    "LIFETIME BENEFITS",
    "QFA"
  ],
  "city": "Rockville",
  "state": "MD",
  "country": "United States",
  "cbsa_code": "47900",
  "metro": {
    "cbsa_code": "47900",
    "common_name": "Washington",
    "msa_name": "Washington-Arlington-Alexandria, DC-VA-MD-WV",
    "path": "/advisors/dc/washington"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2022-06-16",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-03-26",
  "carried_forward": false,
  "raum_total": 557546297.0,
  "raum_discretionary": 151000574.0,
  "raum_non_discretionary": 406545723.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 10,
  "advisory_employees": 7,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 3000000.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 46110082.0,
      "count": 110
    },
    "pension_profit_sharing": {
      "raum": 376545723.0,
      "count": 23
    },
    "high_net_worth_individuals": {
      "raum": 131890492.0,
      "count": 230
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "DC",
    "FL",
    "IN",
    "MD",
    "NV",
    "PA",
    "VA"
  ],
  "websites": [
    "https://facebook.com/QUANTUMADVISOR",
    "https://instragram.com/quantumfinancialadvisors",
    "https://linkedin.com/COMPANY/QUANTUM-FINANCIAL-ADVISORS",
    "https://qfainc.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/113563",
  "city_as_filed": "ROCKVILLE",
  "url": "https://advisorcensus.com/firm/quantum-financial-advisors-inc-rockville-md-113563",
  "display_name": "Quantum Financial Advisors Inc",
  "summary": "Quantum Financial Advisors Inc is an SEC-registered investment advisory firm in Rockville, MD, registered since 2022, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 26, 2026.",
  "citation": "AdvisorCensus. Quantum Financial Advisors Inc (CRD 113563): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is Quantum Financial Advisors Inc compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Quantum Financial Advisors Inc reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Quantum Financial Advisors Inc charge?",
      "a": "Its Form ADV Part 2A brochure dated March 25, 2026 states: Hourly rate: $250 to $500 an hour (financial planning and consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Quantum Financial Advisors Inc located?",
      "a": "Quantum Financial Advisors Inc's principal office is in Rockville, MD, according to its Form ADV."
    },
    {
      "q": "Is Quantum Financial Advisors Inc registered with the SEC or a state?",
      "a": "Quantum Financial Advisors Inc is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 113563."
    },
    {
      "q": "How much does Quantum Financial Advisors Inc manage?",
      "a": "Quantum Financial Advisors Inc reports $557,546,297 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (27% discretionary)."
    },
    {
      "q": "How have Quantum Financial Advisors Inc's assets and staff changed since 2022?",
      "a": "In the Form ADV data for Quantum Financial Advisors Inc: Regulatory assets under management: $135,065,000 in the October 2022 data and $557,546,297 in the October 2026 data, up 313%. Total employees: 10 in October 2022 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Quantum Financial Advisors Inc serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (230); individuals (other than high net worth individuals) (110); pension and profit sharing plans (but not the plan participants or government pension plans) (23)."
    },
    {
      "q": "Which custodians does Quantum Financial Advisors Inc use?",
      "a": "Quantum Financial Advisors Inc's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Quantum Financial Advisors Inc 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/113563"
    },
    {
      "q": "Does Quantum Financial Advisors Inc state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 25, 2026 says: \"The Registrant does not generally have any minimum account size requirements, but reserves the rights to select its clients.\""
    },
    {
      "q": "What changed in Quantum Financial Advisors Inc's recent Form ADV filings?",
      "a": "In the April 2026 filing data: No longer lists an office in Coraopolis, PA. No longer lists an office in Pittsburgh, PA."
    }
  ],
  "filing_history": [
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 135065000.0,
      "total_employees": 10,
      "filing_date": "2022-05-16"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 132494280.0,
      "total_employees": 8,
      "filing_date": "2023-03-30"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 143151828.0,
      "total_employees": 10,
      "filing_date": "2024-03-28"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 163700173.0,
      "total_employees": 10,
      "filing_date": "2025-03-20"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 557546297.0,
      "total_employees": 10,
      "filing_date": "2026-03-26"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "No longer lists an office in Coraopolis, PA.",
        "No longer lists an office in Pittsburgh, PA."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Regulatory assets under management went from $163,700,173 to $507,079,299 (+210%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 25, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $250 to $500 an hour (financial planning and consulting services)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "The Registrant does not generally have any minimum account size requirements, but reserves the rights to select its clients."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $250 to $500 an hour (financial planning and consulting services)"
        ],
        "quotes": [
          "Registrant’s planning and consulting fees are negotiable, but generally are performed are performed at an annual rate between $1,000 and $5,000 or from $250 to $500 on an hourly rate basis."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": null,
          "min": 250.0,
          "max": 500.0,
          "period": "hour",
          "service": "financial planning and consulting services"
        }
      ]
    },
    "quotes": [
      "The Registrant does not generally have any minimum account size requirements, but reserves the rights to select its clients.",
      "Registrant’s planning and consulting fees are negotiable, but generally are performed are performed at an annual rate between $1,000 and $5,000 or from $250 to $500 on an hourly rate basis."
    ],
    "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": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "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-financial-advisors-inc-rockville-md-113563.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 110,
      "fewer_than_5": false,
      "raum": 46110082.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 230,
      "fewer_than_5": false,
      "raum": 131890492.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 23,
      "fewer_than_5": false,
      "raum": 376545723.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 3000000.0
    }
  ],
  "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/113563",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}