# Quantum Financial Partners LLC > Quantum Financial Partners LLC is an SEC-registered investment advisory firm in Overland Park, KS, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 4, 2026. - CRD: 138112 - Filed as: QUANTUM FINANCIAL PARTNERS LLC - Registration: SEC-registered investment adviser (status as filed: Approved) - Location: Overland Park, KS - Filing period: October 2026 - Form ADV filing dated: September 4, 2026 - SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/138112 - AdvisorCensus page: https://advisorcensus.com/firm/quantum-financial-partners-llc-overland-park-ks-138112 ## Quick answers **How is Quantum Financial Partners LLC compensated?** On its Form ADV (Item 5.E, October 2026), Quantum Financial Partners LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. **How much does Quantum Financial Partners LLC charge?** Its Form ADV Part 2A brochure dated April 10, 2026 states: Asset-based fee: 0.7% to 1.5% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement. **Where is Quantum Financial Partners LLC located?** Quantum Financial Partners LLC's principal office is in Overland Park, KS, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F). **Is Quantum Financial Partners LLC registered with the SEC or a state?** Quantum Financial Partners LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 138112. **How much does Quantum Financial Partners LLC manage?** Quantum Financial Partners LLC reports $148,559,060 in regulatory assets under management in its Form ADV filing dated September 4, 2026 (100% discretionary). **What types of clients does Quantum Financial Partners LLC serve?** By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (274); other (78); high net worth individuals (42). **Which custodians does Quantum Financial Partners LLC use?** Quantum Financial Partners LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets. **Does Quantum Financial Partners LLC report any disciplinary disclosures?** Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation) and 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/138112 **Does Quantum Financial Partners LLC state an account minimum?** Its Form ADV Part 2A brochure dated April 10, 2026 says: "The firm does not require minimum assets to open and/or maintain an account but reserves the right to decline certain engagements." **What changed in Quantum Financial Partners LLC's recent Form ADV filings?** In the October 2026 filing data: Registered or notice-filed in CO. ## 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 April 10, 2026) - Asset-based fee: 0.7% to 1.5% a year (a range, as the brochure states it) > Annual fees range from 0.70 to 1.50% annually, and are negotiated based on type of account, level of service provided, and other account related factors. - Account minimum: None > The firm does not require minimum assets to open and/or maintain an account but reserves the right to decline certain engagements. 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. 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: $148,559,060 - Discretionary: $148,559,060 - Non-discretionary: $0 ### Clients (Item 5.D) | Client type | Clients | Assets | | --- | --- | --- | | Individuals (other than high net worth individuals) | 274 | $24,450,000 | | High net worth individuals | 42 | $53,650,000 | | Pooled investment vehicles (other than investment companies and business development companies) | 1 | $9,600,000 | | Charitable organizations | Fewer than 5 | $7,130,000 | | Other | 78 | $53,729,060 | ### Advisory services (Item 5.G) - Portfolio management for individuals and/or small businesses - Portfolio management for pooled investment vehicles (other than investment companies) - Portfolio management for businesses (other than small businesses) or institutional clients - Selection of other advisers (including private fund managers) ### Firm details - Registered since: 2026 (0 years) - Employees: 9 total, 7 performing advisory functions - Wrap fee program participation: No - States registered or notice-filed: CA, CO, FL, IA, KS, MO, NE, TX - Disclosures (Item 11): Reports 2 disclosure items on Form ADV Item 11. ### Item 11 questions answered yes - 11.D(2): Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes? - 11.D(4): In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity? Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/138112 ### Other offices (Schedule D, Section 1.F), as of the October 2026 filing - Omaha, NE ### Websites listed on Form ADV (Item 1.I) - octopuslp.com - qfp-llc.com - qfpwealth.com - quantumfinancialpartners.com - Facebook @Quantum-Financial-Partners-LLC-102390401166122 - LinkedIn @quantum-financial-partners-llc ## Changes in the filing (last 12 months) ### October 2026 - Registered or notice-filed in CO. ### July 2026 - Employees performing advisory functions went from 6 to 7. - Registered or notice-filed in CA, FL. ### March 2026 - Newly registered with the SEC. ## Source Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Quantum Financial Partners LLC (CRD 138112): Form ADV filing data as of October 2026.