Quantum Capital Advisors provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and portfolio management for institutions. The firm advises 1 private fund.
Quantum Capital Advisors reports 1 client. They include 1 pooled investment vehicle. Of its assets, 100.0% ($798M across 5 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| High-net-worth individuals | Fewer than 5 | <1% |
| Pooled investment vehicles | 100% | 10% |
| Other investment advisers | Fewer than 5 | 90% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | Fewer than 5 | $5.71M | 0.7% | — |
| Pooled investment vehicles | 1 | $76.6M | 9.6% | $76.6M |
| Other investment advisers | Fewer than 5 | $716M | 89.7% | — |
| Total | 1 | $798M | 100% | — |
- Clients
- Fewer than 5
- Regulatory AUM
- $5.71M
- AUM share
- 0.7%
- Avg. per client
- —
- Clients
- 1
- Regulatory AUM
- $76.6M
- AUM share
- 9.6%
- Avg. per client
- $76.6M
- Clients
- Fewer than 5
- Regulatory AUM
- $716M
- AUM share
- 89.7%
- Avg. per client
- —
Total
- Clients
- 1
- Regulatory AUM
- $798M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 1
Quantum Capital Advisors is paid through a percentage of assets under management; its fees and minimums are set out in its brochures on the SEC website.
John Hughes owns 50% to 75% of Quantum Capital Advisors. The leadership team of Quantum Capital Advisors includes Chief Compliance Officer John Hughes. It has 4 employees.
Staff
- 4 employees
- 4 in advisory functions
- 2 state-registered reps
- Owns 50% to 75% of Quantum Capital Advisors, LLC
John Hughes
Control person · since January 2011
- Owns 25% to 50% of Quantum Capital Advisors, LLC
Giridhar Reddy
Control person · since January 2011
Quantum Capital Advisors’ regulatory assets grew 5.6× from $142M (April 2021) to $798M (March 2026); clients were 1 in both filings and employees were 4 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $798M | 1 | 4 | 1 |
| Mar 2025March 2025 | $935M | 1 | 4 | 1 |
| Mar 2024March 2024 | $194M | 1 | 4 | 1 |
| Mar 2023March 2023 | $155M | 1 | 4 | 1 |
| Apr 2022April 2022 | $178M | 1 | 4 | 1 |
| Apr 2021April 2021 | $142M | 1 | 4 | 1 |
Besides its headquarters, Quantum Capital Advisors has 0 offices, with 1 listed address with no US state reported.
Contact and registration details
- Legal name
- Quantum Capital Advisors, LLC
- Headquarters
- Not reported
- Website
- Not reported
- Phone
- 609-677-4949
- SEC file
- 801-77003
- Structure
- Delaware LLC
- Fiscal year end
- December
Quantum Capital Advisors’ named custodians for separately managed accounts are Umb Financial Services ($406M, 59%) and Charles Schwab ($277M, 41%). Quantum Capital Advisors has custody of $76.6M for 1 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $277M41%
- Umb Financial ServicesUmb Financial Services, Inc. · Kansas City, MO · $406M59%
At year end, Quantum Capital Advisors’ separately managed accounts were mostly in stocks (88%) and cash (12%).
What the accounts hold
- Stocks88%
- Cash12%
How many clients does Quantum Capital Advisors have?
Quantum Capital Advisors has 1 client and manages $798 million for them, as of March 2026. They include 1 pooled investment vehicle.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 26 March 2026
What services does Quantum Capital Advisors offer?
Quantum Capital Advisors provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Quantum Capital Advisors use?
Quantum Capital Advisors’ separately managed account assets are held at Umb Financial Services, Inc. (Kansas City, MO), with $406M and Charles Schwab & Co., Inc. (Westlake, TX), with $277M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 26 March 2026
How many financial advisors does Quantum Capital Advisors have?
Quantum Capital Advisors has 2 investment adviser representatives registered with state securities authorities, out of 4 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Quantum Capital Advisors invest in?
At the end of its last fiscal year, Quantum Capital Advisors’ separately managed accounts held 88% exchange-traded equities and 12% cash and equivalents. It advises 1 private fund.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Quantum Capital Advisors?
Quantum Capital Advisors’ direct owners are John Hughes (50% to 75%) and Giridhar Reddy (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 26 March 2026
How does Quantum Capital Advisors get paid?
Quantum Capital Advisors is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Quantum Capital Advisors?
Its phone number is 609-677-4949.