Quants Compete
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$1,444,825
Total clients
14
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
14
Average account size
$103,202
About
Quants Compete is a state-registered independent investment adviser that provides discretionary portfolio management to individual investors and small businesses across equities, ETFs, fixed income, options and cash management. The firm serves a small client base and manages approximately $1.44 million in discretionary assets on behalf of 14 clients.
The firm’s approach combines technical and fundamental analysis and uses a client questionnaire to tailor algorithmic or rule‑based strategies that generate buy/sell signals and ongoing portfolio management. Strategies may include derivatives—notably options used for hedging, covered calls, and other tactics—and Quants discloses strategy-level performance and risk metrics to clients upon request.
Quants advertises performance results and makes performance and risk information available to clients, a practice that is uncommon among similar small independent advisers. The firm also operates a separate fintech and newsletter business under the RocketTrader brand, discloses related conflicts of interest (including an advisory-client equity holder in the parent), and requires client accounts to be custodied at Interactive Brokers while participating in that broker’s institutional program.
Client services
Portfolio management
Expertise
Options & derivatives strategies
Active portfolio management
Fee options
0.95% annually
Main office location
Quants Compete
785 Old Hickory Blvd., Suite 301
Brentwood TN 37027, United States
Number of offices
1
Most active in
Quants Compete has reported serving >5 clients in these states in the last 12 months.
Tennessee
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
Quick links
LinkedIn
Facebook
Instagram
Website
(334) 332-3007
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