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| Keyboard |
| Quantitative Financial Strategies LLC
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|---|---|
| CRD # | 331416 |
| SEC # | 801-135867 |
| CIK # | 0001810224 |
| AUM | 156.2 M (2026-05-15) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 714-300-5143 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5 | 1.3 |
| (b) Individuals (high net worth individuals) | 22 | 154.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 114 | 156.2 |
| By Discretionary | ||
| Discretionary | 109 | 90.8 |
| Non-Discretionary | 5 | 65.4 |
| Total | 114 | 156.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 156.2 | |
| Total | 114 | 156.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001810224] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
401K Generation
✚
|
FL | 156.4 M |
|
JK Private Wealth LLC
✚
|
CT | 156.4 M |
|
Spyglass Investment Management Corporation
✚
|
IN | 156.4 M |
|
Oregon Pacific Wealth Management LLC
✚
|
OR | 156.3 M |
|
My Wealth Management Inc
✚
|
MD | 156.2 M |
|
Johnson Dunn Capital Advisors Inc
✚
|
156.1 M | |
|
Burke & Herbert Wealth Services LLC
✚
|
VA | 156.1 M |
|
Indelible Wealth Group LLC
✚
|
156.0 M | |
|
Team Hays Inc
✚
|
TX | 156.0 M |
|
Taurum Retirement Partners LLC
✚
|
AZ | 155.9 M |