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Quantum Financial Partners LLC

Quantum Financial Partners LLC. CRD 138112

Quantum Financial Partners LLC logo

CRD: 138112

Quantum Financial Partners LLC

Overland Park, KS, 66210
9135385753
www.quantumfinancialpartners.com
$148.6M Total AUM
$148.6M Disc. AUM
-- 3Y CAGR
9 Employees
395 ADV. Clients
20 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Comerica Bank · Wells Fargo
Clients
Retail and Institutional
Platforms
Momentum
Established Date
01-12-2006
Office Locations
2

Office Locations

3803 N. 153rd St., Suite 202 Omaha NE
8700 Indian Creek Parkway Suite 150 Overland Park KS

About Quantum Financial Partners LLC

Quantum Financial Partners is a Midwest-based advisory firm serving individuals (including high-net-worth), business owners/executives, and nonprofits. Offers brokerage and holistic planning (retirement, college, estate/trust), executive benefit plan design, and outsourced-CIO portfolio management. Investment approach centers on ETF-based portfolios and alternatives, including its Octopus hedge fund; supports Schwab custody.

Team overview

41 AVG AGE
$21.2M AVG AUM / ADVISOR
$376.1K AVG AUM / CLIENT
10.3 yrs AVG TENURE
9 Employees
7 Advisory Reps
7 RIA Reps
20yrs Firm Age

Insights

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Asset Classes

Legacy Vertex peak Peak

Client Personas

Wave

Custodian

Catalyst legacy Pioneer optima

Investment Themes

Radial

Investment Vehicles

Element

Services

Pathway Momentum Delta Capital

Technology

Insight vital

Owner & Executives

K

KENRICK H MOORE

Partner, President

CRD
#4215198
Ownership
25% but less than 50%
(871) 345-6491
timber.signal@signalcapital.com
in linkedin.com/in/timber-legacy
ADAM LOYD MUSFELDT

ADAM LOYD MUSFELDT

Chief Compliance Officer, Investment Advisor Representative

CRD
#5882394
Ownership
25% but less than 50%
(595) 200-3844
crest.fusion@elementcapital.com
in linkedin.com/in/summit-radial
V

Vital zenith

Pathway element crest

CRD
#52755
Ownership
40.7%
(402) 772-2073
quantum.peak@horizoncapital.com
in linkedin.com/in/ridge-prime

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Contacts

CHARLES HENRY KOCH

CHARLES HENRY KOCH

--

CRD
#4686110
(553) 477-8497
harbor.zenith@quantumcapital.com
in linkedin.com/in/ridge-frontier
B

BRETT ALLEN RENNER

Investment Advisor Representative

CRD
#5877256
(508) 451-7113
momentum.fusion@summitcapital.com
in linkedin.com/in/capital-alpha
O

Oak north

Eagle crest

CRD
#69338
(690) 960-3658
pathway.element@summitcapital.com
in linkedin.com/in/bridge-meridian

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
06-17-2026
Category Assets AVG. Account size
Discretionary $148,559,060 $278,200
Non-Discretionary $0 --
Total $148,559,060 $278,200

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Separately Managed Accounts

Total SMA Asset: $138,959,060

$139.0M Total SMA
Equity - Exchange:
17.1%
Cash:
9.9%
U.S. Government/Agency:
16.5%
Other:
11.0%
Derivatives:
14.0%
Corporate - Investment Grade:
15.0%
Municipal Bonds:
16.5%
Asset class Assets Assets %
Equity - Exchange $854,461,689 17.1%
Cash $494,688,347 9.9%
U.S. Government/Agency $824,480,578 16.5%
Other $549,653,718 11.0%
Derivatives $699,559,278 14.0%
Corporate - Investment Grade $749,527,798 15.0%
Municipal Bonds $824,480,577 16.5%
Total $4,996,851,985 100.0%

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