# Quantum Financial Advisors

Quantum Financial Advisors is a Bank / Wealth / Trust based in Santa Monica, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Santa Monica, United States
- **Region:** North America
- **Address:** Rockville, MD, United States
- **Founded:** 1996
- **Assets under management:** <$250M (Altss estimate)
- **Website:** qfainc.com
- **LinkedIn:** https://www.linkedin.com/company/quantum-financial-advisors

## Regulatory record

- **CRD number:** 317386
- **SEC file number:** 801-122978
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/317386

## About

Founded in 1996, Quantum Financial Advisors operates as a Maryland-based registered investment advisor serving individuals, business entities, and other organizations. The firm discloses no named principals, wealth-origin narrative, or succession structure — a governance posture that distinguishes it from most advisory shops of comparable vintage. Its public footprint is deliberately narrow, with no LinkedIn presence and a single-page website built around a direct-client acquisition funnel. QFA constructs bespoke portfolios drawing from a wide instrument menu: common and preferred stock, Treasuries, mortgage-backed and asset-backed securities, high-yield and corporate bonds, REITs, ETFs, mutual funds, money markets, interest-rate and mortgage derivatives, and private placements. The firm states that asset allocation is customized to each client's risk appetite, informed by independent research, intrinsic-value calculations, and fundamental and technical analysis. The firm discloses no headcount, AUM, or aggregate deployment figures. Its website lists no additional offices, adjacent philanthropic vehicles, operating companies, or peer-network affiliations. The advisor maintains a no-cost introductory consultation model, routing prospective clients through a phone-based intake process. The firm's last verifiable press coverage appears in an undated media section, with no operational events from the most recent 24 months identifiable in public sources. QFA's structural differentiator is its absence of public narrative: no named investment committee, no published thought leadership, no disclosed succession plan. For allocators accustomed to evaluating an advisor by its principals' track records and institutional transparency, this firm presents a governance black box — which may be a deliberate choice for a client base that values privacy over institutional visibility.

## Sectors

- Wealth Management
- Financial Services

## Questions

### Who runs investment decisions at Quantum Financial Advisors?

The firm does not publicly name any principals, investment committee members, or portfolio managers on its website or in regulatory filings that are readily accessible. This absence of disclosed leadership is unusual for an advisory firm founded in 1996. Prospective clients and counterparties must engage directly with the firm to learn who holds decision-making authority.

### What is Quantum Financial Advisors' investment approach?

QFA states that it customizes asset allocation to each client's risk tolerance, using independent research alongside fundamental and technical analysis. The firm draws from a broad universe of instruments — including common and preferred stocks, Treasury and corporate bonds, mortgage-backed and asset-backed securities, REITs, ETFs, mutual funds, derivatives, and private placements. There is no published house model or strategic asset allocation benchmark.

## Related profiles

- [Quantum Exponential](https://altss.com/profile/quantum-exponential)
- [Quantum Global Alternative Investments](https://altss.com/profile/quantum-global-alternative-investments)

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Last updated: 2026-08-11T02:43:31.692Z

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