← Tributary

QUANTUM CAPITAL INVESTMENTS, INC.

· CRD 156037 · IAPD ↗ · quantumcapitalinvestments.com · 708-267-0627

$153.0MRegulatory AUM
1Advisory reps
2Employees
195Clients
26-50Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

64
February 2026 — QUANTUM CAPITAL INVESTMENTS, INC. reports 26-50 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
95
June 2025 — QUANTUM CAPITAL INVESTMENTS, INC. (location n/a) is newly SEC-registered with $125.0M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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