QUANTITATIVE PROCESS, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $502.1M |
| Discretionary | $217.4M43% of AUM |
| Non-Discretionary | $284.8M |
| Client Accounts | 288 |
| Avg Account Size | $1.7M |
| Employees | 3 |
| Peak AUM | $502.1MFeb 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $502M | +10.5% | +1.9% | +12.7% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $502.1M |
| Discretionary | $217.4M |
| Employees | 3 |
| Client Accounts | 288 |
| Client Range | 0 |
Contact & Location
Address
10700 SIKES PLACE
CHARLOTTE NC 28277
Phone
888-253-3292
Filing History
21 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Portfolio Mgmt (Individuals)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$217M
43.3% of AUM
Non-Discretionary
$285M
56.7% of AUM
Disc. mix ▼ 1.6pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported