SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Quantum Financial Partners LLC
Overland Park, KS
CRD 138112
Firm filing updated September 4, 2026 ·
- $148.6MAssets
- 7Advisory staff
- 534Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Performance-based feesYes
- Hourly chargesNo
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- OtherNo
Who the firm serves
- Individuals274
- High net worth individuals42
- Pooled vehicles1
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 274 | $24.5 million |
| High net worth individuals | 42 | $53.7 million |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $9.6 million |
| Charitable organizations | Fewer than 5 clients | $7.1 million |
| Other: "TO BE ALLOCATED AT ANNUAL UPDATE" | 78 | $53.7 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
See all 4 services
- Selection of other advisors (including private fund managers)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisors (including private fund managers)
Assets and accounts
- Regulatory assets$148.6 million
- Accounts534
- DiscretionaryAll accounts
People
- Employees9
- Advisory staff7
- Broker-dealer reps0
- Licensed insurance agents5
- Planning clients1 to 10
Advisors
4 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 138112, SEC file 801-135417.
- Registered with the SEC as an investment advisor (status date on record: February 26, 2026).
Is Quantum Financial Partners LLC a fiduciary?
Short answer: Quantum Financial Partners LLC is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
5 staff are licensed insurance agents.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.