Joshua Betancourt
Quantum Capital Investments · Elmwood Park, Illinois
Joshua Betancourt is a fee-only financial advisor at Quantum Capital Investments in Elmwood Park, Illinois. Joshua focuses on tax planning, estate & legacy planning and retirement planning. Quantum Capital Investments reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Executives
Facts
| Firm | Quantum Capital Investments |
|---|---|
| Based in | Elmwood Park, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $153M across 340 accounts |
| SEC registration | Investment adviser representative in IL · CRD 4565704 |
| Exams passed | Series 63 (2004) · Series 66 (2007) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.quantumcapitalinvestments.com |
How Joshua's firm compares
- Quantum Capital Investments's average account is about $450,000, from its Form ADV (assets managed divided by 340 accounts).
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Questions about Joshua
Is Joshua Betancourt a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joshua holds no broker registration, and Quantum Capital Investments reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joshua charge for financial advice?
Joshua's firm, Quantum Capital Investments, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Joshua Betancourt based?
Joshua Betancourt is based in Elmwood Park, Illinois.
What does Joshua specialize in?
Joshua's specialties include tax planning, estate & legacy planning, retirement planning and small business owners. Joshua works with retirees and executives.
Is Joshua Betancourt registered with the SEC?
Yes. Joshua Betancourt is registered as an investment adviser representative in IL (CRD 4565704), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Quantum Capital Investments manage?
Quantum Capital Investments reports $153M across 340 accounts in assets under management.
How do I contact Joshua Betancourt?
Through Joshua's website, www.quantumcapitalinvestments.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Quantum Capital Investments website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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