{"url":"https://nivawealth.com/firms/quantum-capital-advisors-162826","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/162826","regulatoryAum":797887852,"crd":"162826","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4378638","suffix":null,"lastName":"HUGHES","firstName":"JOHN","middleName":"J."},{"crd":"6090591","suffix":null,"lastName":"REDDY","firstName":"GIRIDHAR","middleName":"MANDALA"}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-04-06","regulatoryAum":141734249,"clients":1,"employees":4,"offices":1},{"filedOn":"2022-04-08","regulatoryAum":178410516,"clients":1,"employees":4,"offices":1},{"filedOn":"2023-03-22","regulatoryAum":155120058,"clients":1,"employees":4,"offices":1},{"filedOn":"2024-03-27","regulatoryAum":193911197,"clients":1,"employees":4,"offices":1},{"filedOn":"2025-03-19","regulatoryAum":935249583,"clients":1,"employees":4,"offices":1},{"filedOn":"2026-03-26","regulatoryAum":797887852,"clients":1,"employees":4,"offices":1}],"secFileNumber":"801-77003","legalName":"Quantum Capital Advisors, LLC","displayName":"Quantum Capital Advisors","slug":"quantum-capital-advisors-162826","website":null,"classification":{"segment":"institutions","segmentLabel":"Institutional","type":"institutional_asset_manager","typeLabel":"Asset manager","feeDisclosure":"payment_only"},"founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"","city":"","state":"","stateName":"","country":"","postalCode":null},"tradeNames":[],"registration":{"secApproved":"16 August 2012","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":4,"advisory":4,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":797887852,"discretionary":797887852,"discretionaryAccounts":5,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"High-net-worth individuals","clients":null,"fewerThan5":true,"regulatoryAum":5714394},{"label":"Pooled investment vehicles","clients":1,"regulatoryAum":76643942},{"label":"Other investment advisers","clients":null,"fewerThan5":true,"regulatoryAum":715529516}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":276957624},{"name":"Umb Financial Services, Inc.","shortName":"Umb Financial Services","location":"Kansas City, MO","smaAssets":405509950}],"custodyNote":"Quantum Capital Advisors has custody of $76.6M for 1 clients.","otherCustodians":[],"leadership":[{"name":"John Hughes","title":"Managing Member and Chief Compliance Officer","crd":"4378638"},{"name":"Giridhar Reddy","title":"Member","crd":"6090591"}],"ownership":[{"label":"John Hughes","detail":"Managing member and chief compliance officer in the 50% to 75% ownership band and a control person, since January 2011."},{"label":"Giridhar Reddy","detail":"Member in the 25% to 50% ownership band and a control person, since January 2011."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"609-677-4949","stateRegisteredReps":2,"otherAdviserReps":1,"compensation":["A percentage of assets under management"],"activities":["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"],"financialPlanningClients":null,"assetMix":[{"label":"Exchange-traded equity securities","percent":88},{"label":"Cash and cash equivalents","percent":12}],"privateFunds":1},"sources":{"adv1FilingDate":"26 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/162826/PDF/162826.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Quantum Capital Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Quantum Capital Advisors offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Quantum Capital Advisors use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Quantum Capital Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Quantum Capital Advisors invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Quantum Capital Advisors?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Quantum Capital Advisors get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Quantum Capital Advisors?","answer":"Its phone number is 609-677-4949.","source":"Form ADV Part 1A, Item 1.F, filed 26 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}