QUANTUM FINANCIAL PARTNERS LLC

CRD 138112File 801-135417

APPROVED

Retail clients

Custody

Disclosure events

Filing as of Jun 17, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$148.6M

Bottom 25% of cohort (national)

Discretionary AUM

$148.6M

Clients

317

534 accounts

Employees

Bottom 25% of cohort in KS

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: DRO
Registration date: Feb 26, 2026
Principal office: 8700 INDIAN CREEK PARKWAY, SUITE 150, OVERLAND PARK, KS, 66210
Phone: 913-538-5753
Website: http://www.quantumfinancialpartners.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $148.6M
Discretionary AUM: $148.6M
Non-discretionary AUM: $0
Discretionary accounts: 534
Non-discretionary accounts: 0
Total accounts: 534
AUM per client: $469K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$7.1M
High net worth individuals	42	$53.6M
Pooled investment vehicles	1	$9.6M
Individuals (other than high net worth individuals)	274	$24.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

Performance-based fees
A percentage of assets under your management

Advisory activities

Selection of other advisers
Portfolio management for businesses
Portfolio management for pooled investment vehicles
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

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

Disclosure events

ADV Item 11

Q11D2
Q11D4

Filed changes

Date	Field	From	To
Aug 17, 2026	Clients	395	317
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.