CRD: 331416
Quantitative Financial Strategies
$156.2M Total AUM
$90.8M Disc. AUM
-- 3Y CAGR
3 Employees
27 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Atlas vital
- Established Date
- 06-12-2024
- Office Locations
- 1
Office Locations
-- Denver CO
About Quantitative Financial Strategies
Quantitative Financial Strategies (QFS) is an employee-owned RIA focused on tax-aware wealth management for high-net-worth taxable families. The firm builds custom investment strategies around liquidity events (business or real-estate sales), concentrated low-basis stock, and top-bracket income, emphasizing tax efficiency, risk management, and multi-generational wealth transfer. Investments are accessible via web/mobile; Schwab is listed as custodian.
Team overview
-- AVG AGE
$78.1M AVG AUM / ADVISOR
$5.8M AVG AUM / CLIENT
2.1 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Prime Signal unison Legacy Foundation element
Custodian
Meridian atlas Frontier
Investment Themes
Alpha north Prime frontier North Value
Investment Vehicles
Beacon Summit value Vital ridge
Platform
Prime ridge
Services
Bridge vector Vital Prime element Fusion eagle Quantum harbor Oak unison
Technology
Horizon
Owner & Executives
S
Samuel Harnisch
Chief Compliance Officer, Founder
- CRD
- #7910034
- Ownership
- 75% or more
(963) 243-7085
ember.pathway@matrixcapital.com
in linkedin.com/in/zenith-eagle
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $90,796,356 | $832,994 |
| Non-Discretionary | $65,403,611 | $13,080,722 |
| Total | $156,199,967 | $1,370,175 |
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Separately Managed Accounts
Total SMA Asset: $156,199,967
Equity - Exchange:
30.0% Private Funds:
24.4% Public Funds:
16.2% Cash:
29.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,270,749,841 | 30.0% |
| Private Funds | $1,033,543,204 | 24.4% |
| Public Funds | $686,204,914 | 16.2% |
| Cash | $1,245,334,844 | 29.4% |
| Total | $4,235,832,803 | 100.0% |