Quantitative Financial Strategies
SEC RegisteredExpertise in Tax-Aware Wealth Management
About the firm
Quantitative Financial Strategies (QFS) is an employee-owned, registered investment advisory firm established to revolutionize taxable investing for wealthy families. QFS provides custom investment strategies through strategic partnerships offering expertise in wealth preservation, multi-generational wealth transfer, tax efficiency, and risk management tailored specifically to high-net-worth families. QFS is registered to offer advisory services in the States of Colorado and California, and in other jurisdictions where exempt.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Custom investment strategies focused on tax-aware wealth management, including wealth preservation, multi-generational wealth transfer, tax efficiency, and risk management for high-net-worth families.
Who they serve
High-net-worth and wealthy families, including those with an upcoming sale of real estate or a private business, a concentrated low-basis stock portfolio, or high-income earners in top tax brackets.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 5 | $1.3M |
| High Net Worth Individuals | 22 | $155M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Investment Management - First Tier | 0.95% |
| Investment Management - Second Tier | 0.85% |
| Investment Management - Third Tier | 0.75% |
| Wealth Management - First Tier | 1.20% |
| Wealth Management - Second Tier | 1.00% |
| Wealth Management - Third Tier | 0.80% |
Data as of April 17, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Quantitative Financial Strategies has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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