Quantum Capital Investments Inc.

Overview

Quantum Capital Management Inc. is an investment advisory firm that provides portfolio management and financial planning to private clients, family offices, public pensions, endowments, and foundations in the United States. It was founded in 2004. The firm is registered with the SEC as an investment adviser and reported $153M in regulatory assets under management on its latest Form ADV. Its reported client types include individuals and high net worth individuals.

Services

• Financial planning
• Portfolio management

Advisory services reported on Form ADV (Item 5.G)

• Financial planning
• Portfolio management (individuals/small business)

Location

See more firms in Illinois and Chicago.

Sources and last checked

• SEC Investment Adviser Public Disclosure, Form ADV (CRD 156037), filed 06/08/2026: adviserinfo.sec.gov. SEC monthly adviser data, September 2026.
• Family Office Club research database, 2026 edition

Last checked October 21, 2026.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.