← Tributary

QUANTUM CAPITAL ADVISORS, LLC

· CRD 162826 · IAPD ↗ · 609 677-4949

$797.9MRegulatory AUM
4Advisory reps
4Employees
0Clients
n/aPlanning clients
1Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2025 — QUANTUM CAPITAL ADVISORS, LLC crossed $500M in regulatory AUM ($193.9M -> $935.2M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
60
April 2024 — QUANTUM CAPITAL ADVISORS, LLC reported RAUM up 25% ($155.1M -> $193.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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