A complete list of active advisors currently associated with Quantca Financial
Warmer can help you find a great advisor at Quantca Financial or one who fits your needs even better.
Quantca Financial provides discretionary portfolio management to retail individuals as well as accredited and qualified investors and certain institutional entities through a web-based platform. Its primary service is automated algorithmic investment account management, delivered via an interactive website where clients select from a suite of mathematical models; the firm uses percentage-of-AUM advisory fees for its standard models. The firm’s investment approach centers on quantitative models that execute trades automatically and include explicit market-timing and tactical allocation elements, with backtesting and forward-testing used to validate models; the brochure cautions that backtests are simulated returns and have limitations. Many client accounts are established as margin accounts to satisfy Pattern Day Trader requirements and the strategies may utilize inverse or leveraged ETF exposure, while Quantca retains the ability to intervene manually for operational or software-update reasons. Quantca distinguishes itself by combining an internet-advice delivery model with advertised hypothetical and reported model performance and by offering performance-based fees (20% of returns above a benchmark) to qualified and accredited investors alongside standard AUM-fee retail offerings. The firm is a recent SEC registrant with very small reported AUM at filing and operates through compatible third-party brokers (it does not take custody), reflecting an automated, platform-driven operating model.
To learn more about the advisors currently working at Quantca Financial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Edmonds, WA
| 2
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)