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QUANTUM CAPITAL GROUP

HOUSTON, TX · CRD 160267 · IAPD ↗ · quantumcap.com · 713-452-2000

$490.6MRegulatory AUM
65Advisory reps
144Employees
0Clients
n/aPlanning clients
9Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

33
April 2024 — QUANTUM CAPITAL GROUP reported RAUM down 38% ($864.5M -> $539.7M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
38
April 2024 — QUANTUM CAPITAL GROUP added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
68
April 2024 — QUANTUM CAPITAL GROUP grew from 14 to 68 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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