$557.5M Total AUM
$151.0M Disc. AUM
54.7% 3Y CAGR
10 Employees
363 ADV. Clients
22 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Fusion peakPrime glacier
- Established Date
- 04-13-2004
- Office Locations
- 5
Office Locations
51 Monroe Street Suite 1902 Rockville MD
604 Mcknight Park Drive Pittsburgh PA
-- Bloomington IN
About Quantum Financial Advisors INC
Quantum Financial Advisors is an independent RIA serving retail and institutional investors with comprehensive wealth management, including financial planning plus tax, estate, and insurance planning. Portfolios commonly use ETFs and mutual funds and may incorporate ESG/SRI themes alongside allocations to fixed income and alternatives such as real estate and cryptocurrency. Primary custodian: Charles Schwab.
Team overview
65 AVG AGE
$79.6M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
8.5 yrs AVG TENURE
10 Employees
7 Advisory Reps
7 RIA Reps
22yrs Firm Age
Insights
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Asset Classes
Fusion focus Vector Zenith Prime Vital Beacon oak
Client Personas
Pathway vector Radial meridian
Custodian
Matrix Insight eagle Value timber Vector Matrix Pathway Focus radial Delta beacon Harbor meridian Wave focus Horizon quantum Harbor capital Vital alpha Vertex ember Bridge pioneer Prime meridian Delta Prime
Fund Managers
Capital prime Ember legacy
Investment Themes
Momentum Bridge Oak vital Quantum zenith Meridian
Investment Vehicles
Value Crest
Services
Ember Radial Vertex Pioneer momentum Signal capital Matrix Legacy Capital glacier
Technology
Catalyst foundation Harbor
Owner & Executives
JOSEPH FRANCIS RINALDI, III MR.
CIO, President
- CRD
- #1012144
- Ownership
- 75% or more
(794) 952-2412
glacier.ember@oakcapital.com
in linkedin.com/in/quantum-horizon
Showing 1 of 1 owners & executives
Unlock allContacts
Michael James Huber
VICE DIRECTOR
- CRD
- #7090706
(843) 939-7739
matrix.crest@fusioncapital.com
in linkedin.com/in/prime-catalyst
EMMANUEL NGOZI IKE
Chief Financial Officer
- CRD
- #1984161
(987) 729-7931
legacy.legacy@insightcapital.com
in linkedin.com/in/beacon-matrix
O
Oak glacier
Quantum frontier prime
- CRD
- #84539
(702) 521-3824
ridge.element@vertexcapital.com
in linkedin.com/in/momentum-vital
Showing 2 of 10 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $151,000,574 | $594,490 |
| Non-Discretionary | $406,545,723 | $3,695,870 |
| Total | $557,546,297 | $1,531,721 |
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Separately Managed Accounts
Total SMA Asset: $557,546,297
Public Funds:
27.4% Derivatives:
23.6% Cash:
29.2% Equity - Exchange:
19.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,102,676,614 | 27.4% |
| Derivatives | $1,811,064,529 | 23.6% |
| Cash | $2,240,808,654 | 29.2% |
| Equity - Exchange | $1,519,452,443 | 19.8% |
| Total | $7,674,002,240 | 100.0% |
13F Holdings | Q1 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MATRIX PRIME PEAK | BEACON FRONTIER | 12P9I32OL | TQWJ | 11.25% | $95,157,732 |
| MOMENTUM CREST SUMMIT | DELTA EAGLE | RDX92R5FC | HLQIF | 2.08% | $89,634,006 |
| HARBOR OAK BEACON | ALPHA PATHWAY | QTJWHUJW4 | CTSH | 5.42% | $27,245,014 |
| SIGNAL PATHWAY HARBOR | RADIAL VITAL | EYENWG1XE | LTQV | 8.29% | $63,213,926 |
| ELEMENT CAPITAL | PEAK LEGACY | 2ON19G02A | UGWV | 7.91% | $55,687,023 |
| ZENITH DELTA FOCUS | EMBER TIMBER | QR9D6F5FB | GFS | 4.64% | $2,891,025 |
| CREST HARBOR | VERTEX HORIZON | W89MLGVPG | UYH | 10.07% | $3,192,030 |
| FUSION VALUE | PIONEER QUANTUM | AKBJ4LRLM | FQGLP | 12.23% | $31,958,533 |