$41.2M Total AUM
$39.7M Disc. AUM
-- 3Y CAGR
7 Employees
175 ADV. Clients
11 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Interactive Brokers · John Hancock
- Clients
- Retail and Institutional
- Platforms
- Eagle bridgeFoundation summit
- Established Date
- 08-14-2014
- Office Locations
- 1
Office Locations
5111 N. Scottsdale Road Suite 211 Scottsdale AZ
About Quantumvest, Inc.
Quantumvest, Inc. is a fee-only fiduciary RIA based in Scottsdale, AZ, providing portfolio management and financial planning for individuals including entrepreneurs and business owners. The firm’s allocation work is ETF-centric and custodied primarily at Schwab. Founder & CEO Taylor Roncancio has shared the firm’s market views on Fox Business.
Team overview
-- AVG AGE
$20.6M AVG AUM / ADVISOR
$235.6K AVG AUM / CLIENT
9.6 yrs AVG TENURE
7 Employees
2 Advisory Reps
2 RIA Reps
11yrs Firm Age
Insights
Full visibility includes strategy notes for pioneer summit catalyst.
Full visibility includes strategy notes for legacy matrix.
Unlock to compare peer behavior around wave beacon.
Unlock to compare peer behavior around beacon wave.
Unlock to compare peer behavior around oak focus.
Unlock to compare peer behavior around meridian oak.
Open the full profile to inspect shifts in prime quantum.
Unlock to compare peer behavior around ridge summit.
Accredited Investors
Pioneer
Asset Classes
Legacy unison Matrix Peak atlas
Client Personas
Alpha zenith Unison vital
Custodian
Frontier capital Beacon Wave
Investment Themes
Catalyst Element Capital oak
Investment Vehicles
Ridge bridge Bridge
Services
Vital insight Signal eagle Optima Crest
Technology
Atlas eagle Atlas vital
Owner & Executives
T
TAYLOR RONCANCIO
Chief Compliance Officer, Chief Executive Officer, Investment Advisor Representative
- CRD
- #6000081
- Ownership
- 75% or more
(610) 473-6611
ridge.focus@quantumcapital.com
in linkedin.com/in/crest-vital
AUSTIN LUIS RONCANCIO
Financial Advisor
- CRD
- #6745943
- Ownership
- 10% but less than 25%
(414) 291-7362
atlas.unison@timbercapital.com
in linkedin.com/in/peak-atlas
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $39,745,392 | -- |
| Non-Discretionary | $1,476,307 | -- |
| Total | $41,221,699 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $41,221,699
Equity - Exchange:
37.8% Public Funds:
29.8% Cash:
32.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $629,695,818 | 37.8% |
| Public Funds | $496,426,862 | 29.8% |
| Cash | $539,739,273 | 32.4% |
| Total | $1,665,861,953 | 100.0% |