Data / Investment advisers / Kansas / Quantum Financial Partners LLC
Quantum Financial Partners LLC, Overland Park, KS: $149 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Quantum Financial Partners LLC is an SEC registered investment adviser with its main office in Overland Park, Kansas and reports $149 million in regulatory assets under management in its Form ADV filed September 4, 2026. Its clients include high net worth individuals, individuals and pooled investment vehicles. It is paid through a percentage of assets under management and performance based fees. It advises 1 private fund.
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- Registration
- SEC registered investment adviser
- CRD number
- 138112
- SEC file number
- 801-135417
- SEC status
- Approved, effective February 26, 2026
- Main office
- 8700 Indian Creek Parkway Suite 150, Overland Park, KS 66210
- Phone
- (913) 538-5753
- Website
- quantumfinancialpartners.com
- Regulatory AUM
- $148,559,060 in the Form ADV filed September 4, 2026
- Discretionary AUM
- $148,559,060
- Accounts
- 534
- Employees
- 9, of which 7 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 1: 1 hedge fund
- Gross assets of private funds
- $9,600,000
- Other offices
- 1
- Form ADV Item 11 disclosures
- Reported: other federal, state or foreign regulatory actions
- Latest Form ADV filing
- September 4, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 42 | $53.7 million |
| Individuals (other than high net worth individuals) | 274 | $24.5 million |
| Pooled investment vehicles | 1 | $9.6 million |
| Charitable organizations | Fewer than 5 | $7.1 million |
Other advisers in Overland Park
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Collaborative Portfolio Management | Overland Park | $178.7 million | Not listed | adviserinfo.sec.gov |
| Glass Lakes Capital Management LLC | Overland Park | $178.3 million | Not listed | adviserinfo.sec.gov |
| Novadius Wealth Management | Overland Park | $168.2 million | Not listed | adviserinfo.sec.gov |
| Curtis Capital Advisors | Overland Park | $165.5 million | Not listed | adviserinfo.sec.gov |
| RPR Financial | Overland Park | $162.1 million | Not listed | adviserinfo.sec.gov |
| Davis Financial Management, Inc. | Overland Park | $144.6 million | Not listed | adviserinfo.sec.gov |
| RSG Investments LLC | Overland Park | $140.5 million | Not listed | adviserinfo.sec.gov |
| Silverhawk Capital Partners, LLC | Overland Park | $138.9 million | 5 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Overland Park, KS
- Investment advisers in Kansas
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Advisers that manage private funds
- Quantum Financial Partners LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.