A complete list of active advisors currently associated with Quantum Capital Investments, Inc.
Warmer can help you find a great advisor at Quantum Capital Investments, Inc. or one who fits your needs even better.
Quantum Capital Investments is a registered investment adviser that provides discretionary portfolio management, financial planning, and ERISA retirement-plan services to individuals, high-net-worth clients, trusts, and employer-sponsored plans. As of June 2026 the firm reports approximately $153 million in assets under management and delivers ongoing portfolio monitoring, plan-level fiduciary services (3(21) and 3(38)) and one-off financial plans. The firm uses a mix of fundamental, technical and cyclical analysis and implements long- and short-term strategies, trading, and option-based strategies where appropriate. Notably, QCI may employ box spreads and other exchange-traded option strategies and, where suitable, use borrowing in separately managed accounts subject to margin eligibility and internal caps (the brochure describes use of Level 3 margin accounts and limits loans to 25% of a client’s AUM). QCI also offers in-house tax planning and bookkeeping services alongside its investment advisory work, a practice less common among peers and disclosed as a potential conflict of interest. The combination of ERISA 3(38) discretionary plan management, explicit use of defined‑payoff options strategies, and the firm’s stated lending parameters for managed accounts distinguishes its service set from many similarly sized advisers.
To learn more about the advisors currently working at Quantum Capital Investments, Inc., 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.
You can also browse Quantum Capital Investments, Inc.'s office locations.
Name |
Location |
Years of experience |
|---|---|---|
Elmwood Park, IL
| 17
| |
River Forest, IL
| 15
|
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”)