RIA Intel›Advisers›Maryland›QUANTUM FINANCIAL ADVISORS INC

QUANTUM FINANCIAL ADVISORS INC

Advisory

N·ROCKVILLE, MD

Data as of Mar 26, 2026 · Source: SEC Form ADV

Total AUM

$558M

1-Year AUM Growth

+8.0%

3-Year CAGR

+2.6%

Employees

7

Assets Under Management

Total AUM$558M

Discretionary AUM$151M

Non-Discretionary AUM$407M

Discretionary %27.1%

Total Clients362

Team

Total Employees7

Investment Advisers10

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record34

First FilingJul 25, 2001

Latest FilingMar 26, 2026

🔒 Full AUM trend chart and 34 historical filings spanning 25+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on QUANTUM FINANCIAL ADVISORS INC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.