QUANTUM FINANCIAL SERVICES INC.

QUANTUM FINANCIAL SERVICES INC. of INDIANAPOLIS, IN is an SEC-registered investment adviser (CRD 121631). Regulatory assets under management: $730.9M.

Registration

• CRD: 121631
• SEC file number: 801-67729
• Type: Registered investment adviser
• Location: 7400 SHADELAND AVE, SUITE 220, INDIANAPOLIS, IN, 46250
• Phone: 317-845-1786
• Latest filing: 2026-03-31
• Regulatory AUM: $730.9M
• Non-discretionary AUM: $730.9M
• Clients: 2
• Accounts: 516

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 121631 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search