Quantact Capital Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,831,796
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
Quantact Capital Advisors LLC provides discretionary portfolio management and financial planning services to individuals, including high‑net‑worth clients, and offers a complimentary initial consultation before formalizing an advisory agreement. The firm’s brochure states a $100,000 account minimum that may be aggregated, negotiated or waived at the firm’s discretion.
The firm describes a value‑oriented, risk‑conscious investment philosophy that emphasizes principles of value, safety and quality and places heavy emphasis on loss avoidance. In practice Quantact uses tactical asset allocation and technical analysis across marketable securities (stocks, bonds, mutual funds and ETFs) and manages accounts on a discretionary basis.
Noteworthy aspects of the firm include its relatively modest assets under management (approximately $1.83 million) and owner‑managed structure, and the brochure discloses the owner also holds a real estate license. The firm also notes it does not offer a wrap program, does not charge performance‑based fees, and is not affiliated with a broker‑dealer or soft‑dollar arrangements, and yet it states it works directly with individual clients despite being listed in a category that often focuses on pooled or institutional assets.
Client services
Portfolio management
Expertise
Active portfolio management
Wealth management
Fee options
2.00% annually (negotiable based on account size)
Account minimum: $100,000
Most active in
Quantact Capital Advisors LLC has reported serving >5 clients in these states in the last 12 months.
Texas
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
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