This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

mixed wealth managerderivedprivate_client_share=0.32 fund_share=0.68 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$133MItem 5.F on the latest filing (2026-03-24); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$133M

Private client RAUM

$42.4MderivedItem 5.D individuals plus high net worth individuals

Private client share

32%derivedprivate client RAUM over total RAUM

Advisors on IAPD

1

RAUM per advisor

$133Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

4

Advisory employees

2

Offices

1Schedule D 1.F, beyond the principal office

Accounts

71

Individual clients

6

High net worth clients

23

SEC number

801-129075

CRD

328864

Filings on the tape

10

First filed

Oct 19, 2023

Latest filed

Mar 24, 2026

Organised

Limited Liability Company, DE

Website

quantifyfunds.com

• Occurred

  Feb 9, 2024
  Control person joined

  Thomas John Mcdevitt (Chief Compliance Officer) appeared on Schedule A of Quantify Funds

  Form ADVobserved 5 days ago
• Occurred

  Oct 19, 2023
  First Form ADV filing

  Quantify Funds filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:2d86f2b2-abe0-2087-b50b-5d2f60877307

First observed

Oct 19, 2023

Last observed

Mar 24, 2026 6 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.