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QUANTUM FINANCIAL ADVISORS INC

ROCKVILLE, MD · CRD 113563 · IAPD ↗ · instragram.com · 301-296-6203

$557.5MRegulatory AUM
7Advisory reps
10Employees
0Clients
0Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
December 2025 — QUANTUM FINANCIAL ADVISORS INC added office(s): 5 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
December 2025 — QUANTUM FINANCIAL ADVISORS INC crossed $500M in regulatory AUM ($163.7M -> $507.1M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
50
April 2025 — QUANTUM FINANCIAL ADVISORS INC added office(s): 3 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
68
April 2025 — QUANTUM FINANCIAL ADVISORS INC grew from 4 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
50
April 2024 — QUANTUM FINANCIAL ADVISORS INC added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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