CRD: 156037
Quantum Capital Investments, Inc.
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- Custodian
- Charles Schwab & Company ยท UBS
- Clients
- Retail
- Platforms
- MomentumEagle unison +more
- Established Date
- 03-11-2011
- Office Locations
- 1
Office Locations
About Quantum Capital Investments, Inc.
Quantum Capital Investments is an independent fiduciary wealth management firm providing customized financial planning and investment management alongside tax planning, life insurance, and retirement plan services (401(k) and defined benefit). The practice serves retail investors, including business owners and entrepreneurs, and invests heavily via ETFs and fixed income (notably U.S. government/agency bonds). Custody includes Charles Schwab.
Team overview
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Asset Classes
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Custodian
Fund Managers
Investment Themes
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Technology
Owner & Executives
JOSHUA E BETANCOURT
FOUNDER, Investment Advisor, PARTNER
- CRD
- #4565704
- Ownership
- 50% but less than 75%
JOHN F HENEK
Chief Compliance Officer, President, Principal
- CRD
- #5908472
- Ownership
- 50% but less than 75%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $153,000,000 | $450,000 |
| Non-Discretionary | $0 | -- |
| Total | $153,000,000 | $450,000 |
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Separately Managed Accounts
Total SMA Asset: $153,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $511,179,567 | 15.5% |
| U.S. Government/Agency | $372,666,394 | 11.3% |
| Derivatives | $580,436,154 | 17.6% |
| Public Funds | $662,884,471 | 20.1% |
| Cash | $656,288,606 | 19.9% |
| Sovereign Bonds | $293,516,010 | 8.9% |
| Corporate - Investment Grade | $220,961,491 | 6.7% |
| Total | $3,297,932,693 | 100.0% |