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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 12, 2025
- Branch Offices
- 6
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MARTIN, ANDREW, BERNARD | I | CHIEF COMPLIANCE OFFICER | NA | |
| MARTIN, ANDREW, BERNARD | I | CHIEF COMPLIANCE OFFICER | NA | |
| MARTIN, ANDREW, BERNARD | I | DIRECTOR OF COMPLIANCE | NA | |
| MARTIN, ANDREW, BERNARD | I | CHIEF COMPLIANCE OFFICER | NA | |
| MARTIN, ANDREW, BERNARD | I | CHIEF COMPLIANCE OFFICER | NA | |
| MARTIN, ANDREW, BERNARD | I | CHIEF COMPLIANCE OFFICER | NA | |
| MARTIN, ANDREW, BERNARD | I | DIRECTOR OF COMPLIANCE | NA | |
| MARTIN, ANDREW, BERNARD | I | DIRECTOR OF COMPLIANCE | NA | |
| MARTIN, ANDREW, BERNARD | I | DIRECTOR OF COMPLIANCE | NA | |
| MARTIN, ANDREW, BERNARD | I | DIRECTOR OF COMPLIANCE | NA | |
| MARTIN, ANDREW, BERNARD | I | DIRECTOR OF COMPLIANCE | NA | |
| MARTIN, ANDREW, BERNARD | I | DIRECTOR OF COMPLIANCE | NA | |
| MARTIN, ANDREW, BERNARD | I | DIRECTOR OF COMPLIANCE | NA | |
| MARTIN, ANDREW, BERNARD | I | DIRECTOR OF COMPLIANCE | NA | |
| RINALDI, III, JOSEPH, FRANCIS | I | PRESIDENT & SENIOR MANAGING DIRECTOR | E | Control |
| RINALDI, III, JOSEPH, FRANCIS | I | PRESIDENT & SENIOR MANAGING DIRECTOR | E | Control |
| RINALDI, III, JOSEPH, FRANCIS | I | PRESIDENT/CHIEF COMPLIANCE OFFICER & SENIOR MANAGING DIRECTOR | E | Control |
| RINALDI, III, JOSEPH, FRANCIS | I | PRESIDENT & SENIOR MANAGING DIRECTOR | E | Control |
| RINALDI, III, JOSEPH, FRANCIS | I | PRESIDENT & SENIOR MANAGING DIRECTOR | E | Control |
| RINALDI, III, JOSEPH, FRANCIS | I | PRESIDENT & SENIOR MANAGING DIRECTOR | E | Control |
| RINALDI, III, JOSEPH, FRANCIS | I | PRESIDENT & SENIOR MANAGING DIRECTOR | E | Control |
| RINALDI, III, JOSEPH, FRANCIS | I | PRESIDENT & SENIOR MANAGING DIRECTOR | E | Control |
| RINALDI, III, JOSEPH, FRANCIS | I | PRESIDENT & SENIOR MANAGING DIRECTOR | E | Control |
| RINALDI, III, JOSEPH, FRANCIS | I | PRESIDENT/CHIEF COMPLIANCE OFFICER & SENIOR MANAGING DIRECTOR | E | Control |
| RINALDI, III, JOSEPH, FRANCIS | I | PRESIDENT/CHIEF COMPLIANCE OFFICER & SENIOR MANAGING DIRECTOR | E | Control |
| RINALDI, III, JOSEPH, FRANCIS | I | PRESIDENT/CHIEF COMPLIANCE OFFICER & SENIOR MANAGING DIRECTOR | E | Control |
| RINALDI, III, JOSEPH, FRANCIS | I | PRESIDENT/CHIEF COMPLIANCE OFFICER & SENIOR MANAGING DIRECTOR | E | Control |
| RINALDI, III, JOSEPH, FRANCIS | I | PRESIDENT/CHIEF COMPLIANCE OFFICER & SENIOR MANAGING DIRECTOR | E | Control |
| RINALDI, III, JOSEPH, FRANCIS | I | PRESIDENT/CHIEF COMPLIANCE OFFICER & SENIOR MANAGING DIRECTOR | E | Control |
| RINALDI, III, JOSEPH, FRANCIS | I | PRESIDENT/CHIEF COMPLIANCE OFFICER & SENIOR MANAGING DIRECTOR | E | Control |
| RINALDI, III, JOSEPH, FRANCIS | I | PRESIDENT/CHIEF COMPLIANCE OFFICER & SENIOR MANAGING DIRECTOR | E | Control |
| RINALDI, III, JOSEPH, FRANCIS | I | PRESIDENT, CHIEF COMPLIANCE OFFICER & CHIEF INVESTMENT OFFICER | E | Control |
| RINALDI, III, JOSEPH, FRANCIS | I | PRESIDENT, CHIEF COMPLIANCE OFFICER & CHIEF INVESTMENT OFFICER | E | Control |
| RINALDI, III, JOSEPH, FRANCIS | I | PRESIDENT, CHIEF COMPLIANCE OFFICER & CHIEF INVESTMENT OFFICER | E | Control |
| RINALDI, III, JOSEPH, FRANCIS | I | PRESIDENT, CHIEF COMPLIANCE OFFICER & CHIEF INVESTMENT OFFICER | E | Control |
| RINALDI, III, JOSEPH, FRANCIS | I | PRESIDENT, CHIEF COMPLIANCE OFFICER & CHIEF INVESTMENT OFFICER | E | Control |
| RINALDI, III, JOSEPH, FRANCIS | I | PRESIDENT, CHIEF COMPLIANCE OFFICER & CHIEF INVESTMENT OFFICER | E | Control |
| RINALDI, III, JOSEPH, FRANCIS | I | PRESIDENT, CHIEF COMPLIANCE OFFICER & CHIEF INVESTMENT OFFICER | E | Control |
| RINALDI, III, JOSEPH, FRANCIS | I | PRESIDENT, CHIEF COMPLIANCE OFFICER & CHIEF INVESTMENT OFFICER | E | Control |
| RINALDI, III, JOSEPH, FRANCIS | I | PRESIDENT, CHIEF COMPLIANCE OFFICER & CHIEF INVESTMENT OFFICER | E | Control |
| RINALDI, III, JOSEPH, FRANCIS | I | PRESIDENT, CHIEF COMPLIANCE OFFICER & CHIEF INVESTMENT OFFICER | E | Control |
| RINALDI, III, JOSEPH, FRANCIS | I | PRESIDENT, CHIEF COMPLIANCE OFFICER & CHIEF INVESTMENT OFFICER | E | Control |
| RINALDI, III, JOSEPH, FRANCIS | I | PRESIDENT, CHIEF COMPLIANCE OFFICER & CHIEF INVESTMENT OFFICER | E | Control |
| RINALDI, JOSEPH, FRANCIS | I | PRESIDENT | E | Control |
| RINALDI, JOSEPH, FRANCIS | I | PRESIDENT | E | Control |
Registrations
Federal
IA
Sep 12, 2025 REGISTERED
Notice Filings (10)
CA CT DC FL IN MD NJ NV PA VA
Address
51 MONROE STREETSUITE 1902
ROCKVILLE, MD 20850
United States
Phone: 301-296-6203