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QUANTUM FINANCIAL SERVICES INC.
CRD 121631File 801-67729
APPROVED
Retail clients
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$730.9M
Above cohort median (national)
Discretionary AUM
$0
Non-discretionary $730.9M
Clients
78
516 accounts
Employees
2
Above cohort median in IN
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Apr 16, 2007
- Principal office
- 7400 SHADELAND AVE, SUITE 220, INDIANAPOLIS, IN, 46250
- Phone
- 317-845-1786
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $730.9M
- Discretionary AUM
- $0
- Non-discretionary AUM
- $730.9M
- Discretionary accounts
- 0
- Non-discretionary accounts
- 516
- Total accounts
- 516
- AUM per client
- $9.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 78 | $730.9M |
| Individuals (other than high net worth individuals) | Fewer than 5 | Not reported |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- 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 11This 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.