Quants Compete
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,444,825
Clients
14
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
14
TypicalAverage account size
$103,202
About
Quants Compete is a state-registered independent advisory firm that provides discretionary investment management to individuals and small businesses, managing roughly $1.44 million across 14 client accounts. Services include customized portfolio management across equities, ETFs, bonds, options and cash-management instruments, and the firm requires client custody on the Interactive Brokers platform.
The firm gathers client information via a written questionnaire and applies quantitative strategies that combine technical and fundamental inputs to generate buy/sell signals; strategies can employ short-term trading and options as part of portfolio management. Quants provides clients with written performance and risk metrics on request and also publicizes performance results through its affiliated fintech/newsletter channels.
Noteworthy for a solo independent adviser, Quants routinely uses derivatives (including options) in separately managed accounts and serves corporate/small-business clients in addition to individual investors. The firm is affiliated with a parent fintech/newsletter business and a wholly owned AI automation subsidiary for small businesses, and its ADV discloses several related‑party relationships (including a client creditor and a client equity investor) that it says it manages through disclosure and its fiduciary processes.
Client services
Portfolio management
Expertise
Options & derivatives strategies
Active portfolio management
Fee options
0.95% annually (calculated and assessed monthly, in arrears)
Main office location
Quants Compete
785 Old Hickory Blvd., Suite 301
Brentwood TN 37027, United States
Number of offices
1
Most active in
Quants Compete has reported serving >5 clients in these states in the last 12 months.
Tennessee
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
LinkedIn
Facebook
Instagram
Website
(334) 332-3007
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