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QUANTUM FINANCIAL SERVICES INC.

INDIANAPOLIS, IN · CRD 121631 · IAPD ↗ · quantumfinancialinc.com · 317-845-1786

$730.9MRegulatory AUM
2Advisory reps
2Employees
0Clients
51-100Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2025 — QUANTUM FINANCIAL SERVICES INC. crossed $500M in regulatory AUM ($486.4M -> $590.8M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
August 2024 — QUANTUM FINANCIAL SERVICES INC. notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2024 — QUANTUM FINANCIAL SERVICES INC. reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
67
April 2024 — QUANTUM FINANCIAL SERVICES INC. reported RAUM up 48% ($329.1M -> $486.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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