SourcingSourcing

QUANTUM FINANCIAL PARTNERS LLC

C41
CRD 138112·SEC 801-135417·OVERLAND PARK, KS
AUM
$148.6M
$100M-$500M
Est. Revenue
$1.5M
@ 1% on AUM
Est. EBITDA
$446K
@ 30% margin
Est. Deal Value
$3.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
QUANTUM FINANCIAL PARTNERS LLC
CRD
138112
SEC file #
801-135417
EIN
—
DBA names
—

Economics

AUM
$148.6M
AUM band
$100M-$500M
AUM trajectory
—
Client mix
Individuals Other274
Other78
Individuals High Net Worth42
Pooled Investment Vehicles1

Operations

Employees (total)
8
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
—
Primary office
OVERLAND PARK KS
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
04/10/2026
ADV-W filed at
—
Website
qfp-llc.com

Compliance

Disclosures (firm)
2
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MOORE, KENRICK, H
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
MOORE, KENRICK, H
MUSFELDT, ADAM, LOYD
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
QFP-LLC.COM
Rdap Domain Creation Date
2005-01-14T16:46:17Z
Rdap Firm Age Years
21
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
7
Bc Firm IAR Count
7
Custodian Candidates
Full
Charles Schwab12
E*trade4
Wells Fargo3
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-01-14T16:46:17Z
Rdap Domain Last Changed
2025-03-28T14:40:09Z
Rdap Nameservers
Ns21.domaincontrol.comNs22.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
4215198
Trust Company Affiliate
No

People (7)

7
WHITE, JEFFREY, ALAN
IAR · Direct Owner · 37.5%
3009708
MUSFELDT, ADAM, LOYD
IAR · Direct Owner · 37.5%
5882394
MOORE, KENRICK, H
IAR · Direct Owner · 37.5%
4215198
BAUMANN, DAVID, S
IAR · Direct Owner · 17.5%
4943127
BRETT ALLEN RENNER
IAR
5877256
CHARLES HENRY KOCH
IAR
4686110
NICHOLAS TYLER ROSSIN
IAR
6421562