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Quantum Financial Advisors, LLC
Quantum Financial Advisors, LLC is a California-based investment adviser registered with the SEC, headquartered in Manhattan Beach, CA. The firm primarily manages investment portfolios and offers comprehensive financial planning services to individual and high net worth clients. As of March 2025, it manages approximately $1.2 billion in regulatory assets and employs around 16 professionals (predominantly investment-focused). Quantum Financial Advisors serves U.S. individuals seeking customized wealth management solutions.
Investment Strategy
Quantum Financial Advisors, LLC focuses on providing personalized investment advisory and financial planning services, tailoring diversified portfolios to the financial goals and risk profiles of its clients. The firm primarily serves individuals and high net worth individuals, employing discretionary and non-discretionary investment management based on thorough analysis of market opportunities, asset allocation, and long-term growth strategies. The emphasis is on prudent portfolio construction, tax efficiency, and responsive service.
Latest 13F Filing Activity
Quantum Financial Advisors, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 198 equity positions with a total 13F market value of $820M. The fund increased holdings in American Centy Etf TR, Dimensional Etf Trust, Apple Inc. among other positions. Quantum Financial Advisors, LLC reduced exposure to Dimensional Etf Trust, Dimensional Etf Trust, Dimensional Etf Trust among others.
Top Holdings
Equity Positions (198)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AVUS | AMERICAN CENTY ETF TR | 15.78% | $129.5M | 1,190,992 | $79.10 | $108.70 | +$17.7M |
D DFSU | DIMENSIONAL ETF TRUST | 12.43% | $101.9M | 2,400,105 | $29.31 | $42.47 | +$7.8M |
A AVDE | AMERICAN CENTY ETF TR | 4.27% | $35.0M | 444,211 | $55.61 | $78.90 | +$3.3M |
D DFSI | DIMENSIONAL ETF TRUST | 4.27% | $35.0M | 855,197 | $30.39 | $40.95 | +$566.1K |
D DFSB | DIMENSIONAL ETF TRUST | 3.16% | $25.9M | 487,052 | $51.45 | $53.27 | +$2.2M |
Industry Allocation
Investment Team (1)
| Name | Role | Location | |
|---|---|---|---|
 | Partner and Chief Investment Officer | Santa Monica, CA , United States |
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