# Quantumvest, Inc.

> Quantumvest, Inc. is a state-registered investment advisory firm in Scottsdale, AZ, registered since 2014, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 23, 2026.

- CRD: 171780
- Filed as: QUANTUMVEST, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Scottsdale, AZ
- Filing period: October 2026
- Form ADV filing dated: September 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/171780
- AdvisorCensus page: https://advisorcensus.com/firm/quantumvest-inc-scottsdale-az-171780

## Quick answers

**How is Quantumvest, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Quantumvest, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; performance-based fees.

**Where is Quantumvest, Inc. located?**
Quantumvest, Inc.'s principal office is in Scottsdale, AZ, according to its Form ADV.

**Is Quantumvest, Inc. registered with the SEC or a state?**
Quantumvest, Inc. is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 171780.

**How much does Quantumvest, Inc. manage?**
Quantumvest, Inc. reports $41,221,699 in regulatory assets under management in its Form ADV filing dated September 23, 2026 (96% discretionary).

**What types of clients does Quantumvest, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (145); high net worth individuals (29); corporations or other businesses not listed above (1).

**Does Quantumvest, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/171780

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $41,221,699
- Discretionary: $39,745,392
- Non-discretionary: $1,476,307

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 145 | $17,281,452 |
| High net worth individuals | 29 | $22,463,940 |
| Corporations or other businesses not listed above | 1 | $1,476,307 |

### Advisory services (Item 5.G)
- 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: 2014 (12 years)
- Employees: 7 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, FL, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- quantumvest.io
- Instagram @quantumvest
- Instagram @taylorroncancio
- LinkedIn @quantum-vest
- LinkedIn @troncancio,https:
- X @taylorroncancio
- TikTok @TTPdyW2E8R
- X @QuantumvestInc

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Quantumvest, Inc. (CRD 171780): Form ADV filing data as of October 2026.