QUANTUM FINANCIAL ADVISORS INC

CRD 113563File 801-125887

APPROVED

Retail clients

Filing as of Mar 26, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$557.5M

Above cohort median (national)

Discretionary AUM

$151.0M

Non-discretionary $406.5M

Clients

363

364 accounts

Employees

Above cohort median in MD

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: PLRO
Registration date: Jun 16, 2022
Principal office: 51 MONROE STREET, SUITE 1902, ROCKVILLE, MD, 20850
Phone: 301-296-6203
Website: https://www.Instragram.com/quantumfinancialadvisors

Assets & accounts

ADV Item 5F

Total regulatory AUM: $557.5M
Discretionary AUM: $151.0M
Non-discretionary AUM: $406.5M
Discretionary accounts: 254
Non-discretionary accounts: 110
Total accounts: 364
AUM per client: $1.5M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$3.0M
High net worth individuals	230	$131.9M
Pension and profit sharing plans	23	$376.5M
Individuals (other than high net worth individuals)	110	$46.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.