← Directory
QUANTCA FINANCIAL
Legal name: QUANTCA FINANCIAL LLC
CRD 329324File 801-131036
APPROVED
Retail clients
Filing as of Mar 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$10K
Bottom 25% of cohort (national)
Discretionary AUM
$10K
Clients
2
2 accounts
Employees
2
Bottom 25% of cohort in WA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Sep 24, 2024
- Principal office
- 123 2ND AVE S, STE 230 OFC 20, EDMONDS, WA, 98020
- Phone
- 3023215022
- Website
- https://www.quantca.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $10K
- Discretionary AUM
- $10K
- Non-discretionary AUM
- $0
- Discretionary accounts
- 2
- Non-discretionary accounts
- 0
- Total accounts
- 2
- AUM per client
- $5K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 2 | $10K |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Educational seminars
- 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | AUM | $10,029 | $10,390 | increased by$361 |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “QUANTCA FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“QUANTCA FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
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.