Quantumvest, Inc.

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Client assets under management

$39,745,392

Clients

174

17% high-net worth

Advisors

of 7 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

High

Average account size

$228,422

About

Quantumvest provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, retirement plans, and small businesses, delivering both discretionary and non-discretionary management across client accounts. The firm is small—two advisors serving roughly 174 clients—and manages about $41 million in client assets, with a stated focus on long-term wealth preservation for business owners and high-net-worth individuals.

Its investment process couples strategic asset allocation and written Investment Policy Statements with technical analysis and cycle-based market assessment, and the firm monitors accounts through regular reviews and reporting. Quantumvest uses a range of strategies—including long-term holdings, shorter-term trades and option strategies—and also provides retirement plan consulting to plan sponsors.

Notably, the firm offers performance-based fee arrangements to accredited or qualified clients, a practice that is uncommon among peers and which the brochure says is governed by procedures intended to mitigate potential conflicts of interest. Quantumvest also describes advisory services around timing companies’ entry to the public markets (IPOs) and discloses a 2023 arbitration that was resolved privately without admission of liability.

Client services

Portfolio management Pension consulting

Expertise

Wealth management Retirement plans for business owners (SEP, solo 401k) Equity compensation tax strategy Active portfolio management

Occupation focus

Founder/Business Owner Executive

Fee options

Percentage

$0 - $5,000,000: 2.00% annually $5,000,001+: 1.75% annually

Project-based

$500 per hour for Retirement Planning and Consulting (for accredited investors or qualified clients)

Performance-based

2.00% management fee plus 20% performance allocation for accredited investors or qualified clients, subject to a 2% annual performance hurdle

Other

Account minimum: $250,000

Main office location

Quantumvest, Inc.

5111 N. Scottsdale Road, Suite 211

Scottsdale AZ 85250, United States

Number of offices

Most active in

Arizona · California · Florida · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn X Instagram Website 480-237-4007

Advisors at this firm

Austin R

Series 65

Scottsdale, AZ

Quantumvest, Inc.

Austin Roncancio is a financial advisor at Quantumvest, Inc. with eight years of industry experience. He holds a Series 65 designation and has worked at First Citadel, Inc. since 2016 and previously at Fresh Air LP from 2012 to 2017. Outside of his advisory role, he has ownership interests in an HVAC company and an automotive business. Quantumvest provides discretionary portfolio management and related investment services to individuals, trusts, estates, retirement plans, charitable organizations, and small businesses. The firm combines strategic asset allocation and buy-and-hold approaches with technical analysis, managing accounts on a discretionary basis with ongoing monitoring and periodic rebalancing.

Wealth management Retirement plans for business owners (SEP, solo 401k) Equity compensation tax strategy Active portfolio management Founder/Business Owner Executive

Taylor R

Series 66

Scottsdale, AZ

Quantumvest, Inc.

Taylor Roncancio is a financial advisor at Quantumvest, Inc. in Scottsdale, AZ, holding a Series 66 designation with 13 years of industry experience. He has been with Quantumvest since 2014. Outside of his advisory role, Roncancio is managing partner of several for-profit businesses, including an e-commerce site selling baby products and an online trading course provider. Quantumvest provides discretionary portfolio management and investment services to individuals, trusts, estates, retirement plans, charitable organizations, and small businesses. The firm combines strategic asset allocation with technical analysis and employs various trading strategies, managing accounts on a discretionary basis with ongoing monitoring and periodic rebalancing.

Wealth management Retirement plans for business owners (SEP, solo 401k) Equity compensation tax strategy Active portfolio management Founder/Business Owner Executive

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