CRD: 138112
Quantum Financial Partners LLC
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- Custodian
- Charles Schwab & Company · Comerica Bank · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Momentum
- Established Date
- 01-12-2006
- Office Locations
- 2
Office Locations
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
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
KENRICK H MOORE
Partner, President
- CRD
- #4215198
- Ownership
- 25% but less than 50%
ADAM LOYD MUSFELDT
Chief Compliance Officer, Investment Advisor Representative
- CRD
- #5882394
- Ownership
- 25% but less than 50%
Vital zenith
Pathway element crest
- CRD
- #52755
- Ownership
- 40.7%
Showing 2 of 4 owners & executives
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CHARLES HENRY KOCH
--
- CRD
- #4686110
BRETT ALLEN RENNER
Investment Advisor Representative
- CRD
- #5877256
Oak north
Eagle crest
- CRD
- #69338
Showing 2 of 7 contacts
Unlock allAssets Under Management
| 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
| 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% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| RIDGE EMBER HARBOR | BEACON CATALYST | OM3PIOAJW | EUI | 8.41% | $65,088,554 |
| QUANTUM CATALYST | ALPHA NORTH | TLXMW6RX0 | GIGYO | 6.18% | $114,958,143 |
| GLACIER CATALYST | ALPHA PATHWAY | OOYQER2R1 | ZTWHA | 11.41% | $96,889,083 |
| DELTA RADIAL | LEGACY FRONTIER | EQ06W4UNR | PFNHX | 2.16% | $105,999,751 |
| VERTEX OAK QUANTUM | VECTOR VERTEX | CLQPF7L25 | VVOJ | 7.31% | $33,630,328 |
| RIDGE INSIGHT MATRIX | VECTOR FRONTIER | JKUYP42YO | FEBEH | 10.62% | $13,717,045 |
| CREST CATALYST UNISON | CREST UNISON | 2CDYONYY3 | NFV | 0.80% | $44,104,620 |
| DELTA ALPHA | CATALYST QUANTUM | F9KU4JK19 | BMY | 3.15% | $21,005,952 |