Quantca Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$10,390
Clients
2
0% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
2
Very LowAverage account size
$5,195
About
Quantca Financial provides discretionary portfolio management to retail individuals as well as accredited and qualified investors and certain institutional entities through a web-based platform. Its primary service is automated algorithmic investment account management, delivered via an interactive website where clients select from a suite of mathematical models; the firm uses percentage-of-AUM advisory fees for its standard models.
The firm’s investment approach centers on quantitative models that execute trades automatically and include explicit market-timing and tactical allocation elements, with backtesting and forward-testing used to validate models; the brochure cautions that backtests are simulated returns and have limitations. Many client accounts are established as margin accounts to satisfy Pattern Day Trader requirements and the strategies may utilize inverse or leveraged ETF exposure, while Quantca retains the ability to intervene manually for operational or software-update reasons.
Quantca distinguishes itself by combining an internet-advice delivery model with advertised hypothetical and reported model performance and by offering performance-based fees (20% of returns above a benchmark) to qualified and accredited investors alongside standard AUM-fee retail offerings. The firm is a recent SEC registrant with very small reported AUM at filing and operates through compatible third-party brokers (it does not take custody), reflecting an automated, platform-driven operating model.
Client services
Portfolio management
Market timing
Expertise
Active portfolio management
Factor investing / smart beta
Fee options
$0+: 0.39% annually for YieldSmart lowest risk/reward model $0+: 2% annually for other risk/reward models
20% of investment returns in excess of benchmark for qualified and accredited investors selecting specialized strategies
Account minimum: $5,000 minimum to start; most models require $35,000 minimum
Main office location
Quantca Financial
123 2 Nd Ave S, Ste 230 Ofc 20
Edmonds WA 98020, United States
Number of offices
2
Most active in
Quantca Financial has reported serving >5 clients in these states in the last 12 months.
California · Colorado · Delaware · Florida · Idaho · Texas · Washington
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.
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