# Quantum Financial Advisors Inc

> 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.

- CRD: 113563
- Filed as: QUANTUM FINANCIAL ADVISORS INC
- Also doing business as: LIFETIME BENEFITS, QFA
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Rockville, MD
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/113563
- AdvisorCensus page: https://advisorcensus.com/firm/quantum-financial-advisors-inc-rockville-md-113563

## Quick answers

**How is Quantum Financial Advisors Inc compensated?**
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).

**How much does Quantum Financial Advisors Inc charge?**
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.

**Where is Quantum Financial Advisors Inc located?**
Quantum Financial Advisors Inc's principal office is in Rockville, MD, according to its Form ADV.

**Is Quantum Financial Advisors Inc registered with the SEC or a state?**
Quantum Financial Advisors Inc is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 113563.

**How much does Quantum Financial Advisors Inc manage?**
Quantum Financial Advisors Inc reports $557,546,297 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (27% discretionary).

**How have Quantum Financial Advisors Inc's assets and staff changed since 2022?**
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.

**What types of clients does Quantum Financial Advisors Inc serve?**
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).

**Which custodians does Quantum Financial Advisors Inc use?**
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.

**Does Quantum Financial Advisors Inc 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/113563

**Does Quantum Financial Advisors Inc state an account minimum?**
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."

**What changed in Quantum Financial Advisors Inc's recent Form ADV filings?**
In the April 2026 filing data: No longer lists an office in Coraopolis, PA. No longer lists an office in Pittsburgh, PA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

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

- Account minimum: None

> The Registrant does not generally have any minimum account size requirements, but reserves the rights to select its clients.

- Hourly rate: $250 to $500 an hour (financial planning and consulting services)

> 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.

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.
- Fidelity Brokerage Services LLC

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: $557,546,297
- Discretionary: $151,000,574
- Non-discretionary: $406,545,723

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 110 | $46,110,082 |
| High net worth individuals | 230 | $131,890,492 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 23 | $376,545,723 |
| Charitable organizations | Fewer than 5 | $3,000,000 |

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

### Firm details
- Registered since: 2022 (4 years)
- Employees: 10 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: DC, FL, IN, MD, NV, PA, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- instragram.com/quantumfinancialadvisors
- qfainc.com
- Facebook @QUANTUMADVISOR
- LinkedIn @QUANTUM-FINANCIAL-ADVISORS

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $135,065,000 | 10 | May 16, 2022 |
| October 2023 | $132,494,280 | 8 | March 30, 2023 |
| October 2024 | $143,151,828 | 10 | March 28, 2024 |
| October 2025 | $163,700,173 | 10 | March 20, 2025 |
| October 2026 | $557,546,297 | 10 | March 26, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- No longer lists an office in Coraopolis, PA.
- No longer lists an office in Pittsburgh, PA.

### December 2025
- Regulatory assets under management went from $163,700,173 to $507,079,299 (+210%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Quantum Financial Advisors Inc (CRD 113563): Form ADV filing data as of October 2026.