Quantum Capital Group
Houston, TX·SEC-registered · CRD #174733
Quantum Capital Group is an SEC-registered investment advisory firm in Houston, TX managing $29B across 71 client accounts, with 65 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$29B
Client accounts
71
Advisory staff
65
Fee model
Fee-only
How Quantum Capital Group is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Quantum Capital Group
How much does Quantum Capital Group manage?
Per its most recent SEC Form ADV filing (06/30/2026), Quantum Capital Group reports $29B in regulatory assets under management across roughly 71 client accounts.
How does Quantum Capital Group charge?
Quantum Capital Group is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Quantum Capital Group a fiduciary?
Yes. Quantum Capital Group is registered with the U.S. Securities and Exchange Commission (CRD #174733), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Quantum Capital Group taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Quantum Capital Group and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Quantum Capital Group's public SEC Form ADV filing (CRD #174733, filed 06/30/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Quantum Capital Group. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Quantum Capital Group? Claim this profile.