Data / Investment advisers / Indiana / Quantum Financial Services Inc.
Quantum Financial Services Inc., Indianapolis, IN: $731 million AUM, SEC registered investment adviser
Quantum Financial Services Inc. is an SEC registered investment adviser with its main office in Indianapolis, Indiana and reports $731 million in regulatory assets under management in its Form ADV filed March 31, 2026. Its clients include high net worth individuals. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 121631
- SEC file number
- 801-67729
- SEC status
- Approved, effective April 16, 2007
- Main office
- 7400 Shadeland Ave Suite 220, Indianapolis, IN 46250
- Phone
- (317) 845-1786
- Website
- quantumfinancialinc.com
- Regulatory AUM
- $730,899,118 in the Form ADV filed March 31, 2026
- Non discretionary AUM
- $730,899,118
- Accounts
- 516
- Employees
- 2, of which 2 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 31, 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 | 78 | $730.9 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $730.9 million | March 31, 2026 |
| December 1, 2025 | $590.8 million | March 21, 2025 |
Other advisers in Indianapolis
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Wallington Asset Management | Indianapolis | $1.32 billion | Not listed | adviserinfo.sec.gov |
| Deerfield | Indianapolis | $1.18 billion | Not listed | adviserinfo.sec.gov |
| Fi3 Financial Advisors, LLC | Indianapolis | $1.14 billion | 3 | adviserinfo.sec.gov |
| Centerfield Capital Partners | Indianapolis | $1.08 billion | 8 | adviserinfo.sec.gov |
| Market Street Wealth Management Advisors, LLC | Indianapolis | $776 million | Not listed | adviserinfo.sec.gov |
| Northwest Financial Services Inc | Indianapolis | $634.9 million | Not listed | adviserinfo.sec.gov |
| Meridian Investment Advisors, Inc. | Indianapolis | $628 million | Not listed | adviserinfo.sec.gov |
| Monon Wealth Management | Indianapolis | $546.8 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Indianapolis, IN
- Investment advisers in Indiana
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Quantum Financial Services Inc. on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. 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.