QUANTUM FINANCIAL ADVISORS INC
CRD #113563 SEC #801-125887 ROCKVILLE, MD 301-296-6203
SEC Registered
Total AUM
$507.1M
Discretionary
$127M
Employees
10
Clients
0
Accounts
362
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $507.1M | $127M | $380.1M | 10 | 0 |
| Mar 2025 | $163.7M | $119.7M | $44M | 10 | 0 |
| Mar 2025 | $163.7M | $119.7M | $44M | 10 | 0 |
| Dec 2024 | $143.2M | $102.2M | $40.9M | 10 | 0 |
| Mar 2024 | $143.2M | $102.2M | $40.9M | 10 | 0 |
| Mar 2024 | $143.2M | $102.2M | $40.9M | 10 | 0 |
| Oct 2023 | $132.5M | $99.1M | $33.4M | 8 | 1 |
| Mar 2023 | $132.5M | $99.1M | $33.4M | 8 | 1 |
| Mar 2023 | $132.5M | $99.1M | $33.4M | 8 | 1 |
| Dec 2022 | $135.1M | $105.4M | $29.7M | 10 | 0 |
| Nov 2022 | $135.1M | $105.4M | $29.7M | 10 | 0 |
| May 2022 | $135.1M | $105.4M | $29.7M | 10 | 0 |
| Jul 2012 | $53.4M | $49.5M | $4M | 1 | 26 |
| Jul 2012 | $53.4M | $49.5M | $4M | 1 | 26 |
| Jul 2012 | $53.4M | $49.5M | $4M | 1 | 26 |
| Jun 2012 | $53.4M | $49.5M | $4M | 1 | 26 |
| May 2012 | $53.4M | $49.5M | $4M | 1 | 26 |
| Apr 2012 | $53.4M | $49.5M | $4M | 1 | 26 |
| Mar 2012 | $53.4M | $49.5M | $4M | 1 | 26 |
| Mar 2011 | $44.2M | $44.2M | $0 | 5 | -- |
| Mar 2009 | $27.9M | $27.9M | $0 | 5 | -- |
| Feb 2009 | $38.7M | $38.7M | $0 | 5 | -- |
| Mar 2007 | $34.2M | $34.2M | $0 | 5 | -- |
| Feb 2007 | $34.2M | $34.2M | $0 | 5 | -- |
| Jul 2004 | $155M | $155M | $0 | 5 | -- |
| May 2004 | $21.5M | $16.5M | $5M | 5 | -- |
| May 2004 | $21.5M | $16.5M | $5M | 5 | -- |
| May 2004 | $21.5M | $16.5M | $5M | 5 | -- |
| Apr 2002 | $17.2M | $7.2M | $10M | 10 | -- |
| Jul 2001 | $24M | $10.5M | $13.5M | 10 | -- |
DateSep 2025
Total AUM$507.1M
Discretionary$127M
Non-Disc.$380.1M
Employees10
Clients0
DateMar 2025
Total AUM$163.7M
Discretionary$119.7M
Non-Disc.$44M
Employees10
Clients0
DateMar 2025
Total AUM$163.7M
Discretionary$119.7M
Non-Disc.$44M
Employees10
Clients0
DateDec 2024
Total AUM$143.2M
Discretionary$102.2M
Non-Disc.$40.9M
Employees10
Clients0
DateMar 2024
Total AUM$143.2M
Discretionary$102.2M
Non-Disc.$40.9M
Employees10
Clients0
DateMar 2024
Total AUM$143.2M
Discretionary$102.2M
Non-Disc.$40.9M
Employees10
Clients0
DateOct 2023
Total AUM$132.5M
Discretionary$99.1M
Non-Disc.$33.4M
Employees8
Clients1
DateMar 2023
Total AUM$132.5M
Discretionary$99.1M
Non-Disc.$33.4M
Employees8
Clients1
DateMar 2023
Total AUM$132.5M
Discretionary$99.1M
Non-Disc.$33.4M
Employees8
Clients1
DateDec 2022
Total AUM$135.1M
Discretionary$105.4M
Non-Disc.$29.7M
Employees10
Clients0
DateNov 2022
Total AUM$135.1M
Discretionary$105.4M
Non-Disc.$29.7M
Employees10
Clients0
DateMay 2022
Total AUM$135.1M
Discretionary$105.4M
Non-Disc.$29.7M
Employees10
Clients0
DateJul 2012
Total AUM$53.4M
Discretionary$49.5M
Non-Disc.$4M
Employees1
Clients26
DateJul 2012
Total AUM$53.4M
Discretionary$49.5M
Non-Disc.$4M
Employees1
Clients26
DateJul 2012
Total AUM$53.4M
Discretionary$49.5M
Non-Disc.$4M
Employees1
Clients26
DateJun 2012
Total AUM$53.4M
Discretionary$49.5M
Non-Disc.$4M
Employees1
Clients26
DateMay 2012
Total AUM$53.4M
Discretionary$49.5M
Non-Disc.$4M
Employees1
Clients26
DateApr 2012
Total AUM$53.4M
Discretionary$49.5M
Non-Disc.$4M
Employees1
Clients26
DateMar 2012
Total AUM$53.4M
Discretionary$49.5M
Non-Disc.$4M
Employees1
Clients26
DateMar 2011
Total AUM$44.2M
Discretionary$44.2M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$27.9M
Discretionary$27.9M
Non-Disc.$0
Employees5
Clients--
DateFeb 2009
Total AUM$38.7M
Discretionary$38.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$34.2M
Discretionary$34.2M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$34.2M
Discretionary$34.2M
Non-Disc.$0
Employees5
Clients--
DateJul 2004
Total AUM$155M
Discretionary$155M
Non-Disc.$0
Employees5
Clients--
DateMay 2004
Total AUM$21.5M
Discretionary$16.5M
Non-Disc.$5M
Employees5
Clients--
DateMay 2004
Total AUM$21.5M
Discretionary$16.5M
Non-Disc.$5M
Employees5
Clients--
DateMay 2004
Total AUM$21.5M
Discretionary$16.5M
Non-Disc.$5M
Employees5
Clients--
DateApr 2002
Total AUM$17.2M
Discretionary$7.2M
Non-Disc.$10M
Employees10
Clients--
DateJul 2001
Total AUM$24M
Discretionary$10.5M
Non-Disc.$13.5M
Employees10
Clients--