{"url":"https://nivawealth.com/firms/quantum-capital-management-111083","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/111083","regulatoryAum":1003231212,"crd":"111083","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4378638","suffix":null,"lastName":"HUGHES","firstName":"JOHN","middleName":"J."}],"total":1,"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":714582758,"clients":139,"employees":4,"offices":1},{"filedOn":"2022-04-08","regulatoryAum":906542801,"clients":140,"employees":4,"offices":1},{"filedOn":"2023-03-22","regulatoryAum":820330391,"clients":138,"employees":4,"offices":1},{"filedOn":"2024-03-27","regulatoryAum":878822097,"clients":134,"employees":4,"offices":1},{"filedOn":"2025-03-19","regulatoryAum":1032733430,"clients":135,"employees":4,"offices":1},{"filedOn":"2026-03-26","regulatoryAum":1003231212,"clients":133,"employees":4,"offices":1}],"secFileNumber":"801-57840","legalName":"Quantum Capital Management, LLC","displayName":"Quantum Capital Management","slug":"quantum-capital-management-111083","website":"https://quantumadv.com/","classification":{"segment":"registered_funds","segmentLabel":"Fund management","type":"fund_manager","typeLabel":"Mutual funds & ETFs","feeDisclosure":"payment_only"},"founded":null,"organization":"New Jersey limited liability company","fiscalYearEnd":"December","headquarters":{"street":"105 East Mill Road","city":"Northfield","state":"NJ","stateName":"New Jersey","country":"United States","postalCode":"08225-2553"},"tradeNames":[],"registration":{"secApproved":"25 August 2000","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":2087784.303030303,"staff":{"employees":4,"advisory":2,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":1003231212,"discretionary":1003231212,"discretionaryAccounts":209,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":70,"regulatoryAum":38699881},{"label":"High-net-worth individuals","clients":62,"regulatoryAum":236887647},{"label":"Investment companies","clients":1,"regulatoryAum":405509950},{"label":"Pension and profit-sharing plans","clients":null,"fewerThan5":true,"regulatoryAum":44990373},{"label":"Other investment advisers","clients":null,"fewerThan5":true,"regulatoryAum":277143361}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":414414146},{"name":"Umb Financial Services, Inc.","shortName":"Umb Financial Services","location":"Kansas City, MO","smaAssets":405509950}],"custodyNote":"Quantum Capital Management has custody of $8.18M for 11 clients.","otherCustodians":[],"leadership":[{"name":"John Hughes","title":"President","crd":"4378638"},{"name":"Gueorgui Ivanov","title":"Chief Compliance Officer/ COO","crd":"6625171"}],"ownership":[{"label":"John Hughes","detail":"President in the 75% or more ownership band and a control person, since January 1999."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"New Jersey","offices":1,"addresses":[{"street":"105 East Mill Road","city":"Northfield","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"609-677-4949","stateRegisteredReps":1,"otherAdviserReps":1,"compensation":["A percentage of assets under management"],"activities":["Portfolio management for individuals and/or small businesses","Portfolio management for investment companies","Portfolio management for businesses (other than small businesses) or institutional clients"],"financialPlanningClients":null,"assetMix":[{"label":"Exchange-traded equity securities","percent":62},{"label":"U.S. government/agency bonds","percent":15},{"label":"Securities issued by registered investment companies or business development companies","percent":8},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":9},{"label":"Cash and cash equivalents","percent":6}],"privateFunds":0},"sources":{"adv1FilingDate":"26 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/111083/PDF/111083.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 Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Quantum Capital Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Quantum Capital Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Quantum Capital Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Quantum Capital Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Quantum Capital Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Quantum Capital Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Quantum Capital Management?","answer":"Quantum Capital Management’s main office is at 105 East Mill Road, Northfield, NJ 08225-2553. Its phone number is 609-677-4949. 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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."}