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QUANTUM CAPITAL MANAGEMENT, LLC

NORTHFIELD, NJ · CRD 111083 · IAPD ↗ · quantumadv.com · 609-677-4949

$1.00BRegulatory AUM
2Advisory reps
4Employees
0Clients
n/aPlanning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

85
April 2025 — QUANTUM CAPITAL MANAGEMENT, LLC crossed $1B in regulatory AUM ($878.8M -> $1.03B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.