Quantum Capital Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for institutions.
Quantum Capital Management reports 133 clients. They include 70 individual clients, 62 high-net-worth individuals and 1 investment company. Of its assets, 100.0% ($1B across 209 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 53% | 4% |
| High-net-worth individuals | 47% | 24% |
| Investment companies | <1% | 40% |
| Pension and profit-sharing plans | Fewer than 5 | 4% |
| Other investment advisers | Fewer than 5 | 28% |
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 |
|---|---|---|---|---|
| Individuals (other than HNW) | 70 | $38.7M | 3.9% | $553K |
| High-net-worth individuals | 62 | $237M | 23.6% | $3.82M |
| Investment companies | 1 | $406M | 40.4% | $406M |
| Pension and profit-sharing plans | Fewer than 5 | $45M | 4.5% | — |
| Other investment advisers | Fewer than 5 | $277M | 27.6% | — |
| Total | 133 | $1B | 100% | — |
- Clients
- 70
- Regulatory AUM
- $38.7M
- AUM share
- 3.9%
- Avg. per client
- $553K
- Clients
- 62
- Regulatory AUM
- $237M
- AUM share
- 23.6%
- Avg. per client
- $3.82M
- Clients
- 1
- Regulatory AUM
- $406M
- AUM share
- 40.4%
- Avg. per client
- $406M
- Clients
- Fewer than 5
- Regulatory AUM
- $45M
- AUM share
- 4.5%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $277M
- AUM share
- 27.6%
- Avg. per client
- —
Total
- Clients
- 133
- Regulatory AUM
- $1B
- 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
- 0
Quantum Capital Management 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 75% or more of Quantum Capital Management. The leadership team of Quantum Capital Management includes President John Hughes and Chief Compliance Officer Gueorgui Ivanov. It has 4 employees, 2 of them in advisory roles.
Staff
- 4 employees
- 2 in advisory functions
- 1 state-registered rep
- Owns 75% or more of Quantum Capital Management, LLC
John Hughes
Control person · since January 1999
Quantum Capital Management’s regulatory assets grew from $715M (April 2021) to $1B (March 2026); clients were 133 in both filings and employees were 4 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $1B | 133 | 4 | 1 |
| Mar 2025March 2025 | $1.03B | 135 | 4 | 1 |
| Mar 2024March 2024 | $879M | 134 | 4 | 1 |
| Mar 2023March 2023 | $820M | 138 | 4 | 1 |
| Apr 2022April 2022 | $907M | 140 | 4 | 1 |
| Apr 2021April 2021 | $715M | 139 | 4 | 1 |
Besides its headquarters, Quantum Capital Management has 0 offices, with 1 listed address in 1 state.
New Jersey · 1 listed address
- 105 East Mill Road, NorthfieldHQ
Contact and registration details
- Legal name
- Quantum Capital Management, LLC
- Headquarters
- 105 East Mill Road, Northfield, NJ 08225-2553
- Website
- quantumadv.com
- Phone
- 609-677-4949
- SEC file
- 801-57840
- Structure
- New Jersey LLC
- Fiscal year end
- December
Quantum Capital Management’s named custodians for separately managed accounts are Charles Schwab ($414M, 51%) and Umb Financial Services ($406M, 49%). Quantum Capital Management has custody of $8.18M for 11 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $414M51%
- Umb Financial ServicesUmb Financial Services, Inc. · Kansas City, MO · $406M49%
At year end, Quantum Capital Management’s separately managed accounts were mostly in stocks (62%) and funds (17%). Its reported 13F holdings for the quarter ended 30 June 2026 total $798M across 35 positions; the largest are Heico Corp. New (8.9%), Nvr Inc. (8.3%) and Primerica Inc. (7.7%).
What the accounts hold
- Stocks62%
- Funds17%
- Pooled vehicles9%
- Registered funds8%
- Bonds15%
- Cash6%
How many clients does Quantum Capital Management have?
Quantum Capital Management has 133 clients and manages $1 billion for them, as of March 2026. They include 70 individual clients, 62 high-net-worth individuals and 1 investment company.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 26 March 2026
What services does Quantum Capital Management offer?
Quantum Capital Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, 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 Management use?
Quantum Capital Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $414M and Umb Financial Services, Inc. (Kansas City, MO), with $406M. 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 Management have?
Quantum Capital Management has 1 investment adviser representative registered with state securities authorities, out of 4 employees, and 2 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 Management invest in?
At the end of its last fiscal year, Quantum Capital Management’s separately managed accounts held 62% exchange-traded equities, 15% U.S. government and agency bonds, 9% pooled vehicles (private funds and similar), 8% registered funds (mutual funds, ETFs, BDCs) and 6% cash and equivalents.
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 Management?
Quantum Capital Management’s direct owner is John Hughes (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 26 March 2026
How does Quantum Capital Management get paid?
Quantum Capital Management 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 Management?
Quantum Capital Management’s main office is at 105 East Mill Road, Northfield, NJ 08225-2553. Its phone number is 609-677-4949. Its website is quantumadv.com.