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QUANTUM CAPITAL GROUP

HOUSTON, TX · CRD 174733 · IAPD ↗ · 713-452-2000

$28.77BRegulatory AUM
65Advisory reps
144Employees
0Clients
n/aPlanning clients
71Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

51
April 2026 — QUANTUM CAPITAL GROUP reported RAUM up 31% ($21.98B -> $28.77B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
40
April 2024 — QUANTUM CAPITAL GROUP added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
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.