AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
HB

Henry J. Benton

Some features on this profile are disabled
CRD#: 8126856
HB
Henry Joseph Benton

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Henry Joseph Benton was a registered financial professional .

Henry is a previously registered financial professional and started their career in finance in 2025. Henry had worked at 2 firms and has passed the Series 65 exam.

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) I am the founder and CO- CEO of Madison Student Rentals. We own and manage student housing properties in and around the Madison Wisconsin area. Myself and my business partner are the sole employees and all decisions come from us. We invest in real estate properties. The legal headquarters is 757 Regal Ridge, Hudson WI. We met in the fall of 2023 and formed the company in the summer with the acquisition of our first property. We each devote no more than 10 hours per month and that will be decreasing significantly when we have our management company take over the day to day.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

November 13, 2025 - July 7, 2026

QUANTUM PORTFOLIO MANAGEMENT, LLC

RIA
CRD#: 326280
NEW YORK, NY
Past

November 13, 2025 - July 7, 2026

INDEX TECHNOLOGIES GROUP LLC

RIA
CRD#: 327771
NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
QP
QUANTUM PORTFOLIO MANAGEMENT, LLC
CUSTOM INDEX SOLUTIONS, LLC | QUANTUM PORTFOLIO MANAGEMENT, LLC | QUANTUM PORTFOLIO MANAGEMENT | CUSTOM INDEX SYSTEMS, LLC

CRD#: 326280 / SEC#: 801-127936

RIA
Registered Investment Advisory firm - (5/9/2023 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 11/13/2025
Uniform Investment Adviser Law Examination

Current Firm

QP
QUANTUM PORTFOLIO MANAGEMENT, LLC
CUSTOM INDEX SOLUTIONS, LLC | QUANTUM PORTFOLIO MANAGEMENT, LLC | QUANTUM PORTFOLIO MANAGEMENT | CUSTOM INDEX SYSTEMS, LLC

CRD#: 326280 / SEC#: 801-127936

RIA
Registered Investment Advisory firm - (5/9/2023 Approved)
Loading...

Contact information

Main Address
10 E. 53rd Street Suite 1400, New York, NY 10022
Mailing Address
Phone number
(212) 466-6760
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

QUANTUM PORTFOLIO MANAGEMENT ADV PART 2A BROCHURE (6/13/2025)
QUANTUM PORTFOLIO MANAGEMENT APPENDIX 1 (6/13/2025)

Regulatory assets under management

Total Number of Accounts267
AUM (Assets Under Management)$ 295,145,763

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

QUANTUM PORTFOLIO MANAGEMENT, LLC

CRD#: 326280

TRUST BUT VERIFY

Monitor Henry Benton

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Guy David Peel
Guy PeelAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
HELENA, MT
Mark Brown
Mark BrownAdvisorCheck Check Mark
AUSDAL FINANCIAL PARTNERS, INC.
IAR
RR
ESTERO, FL
Jeffrey Paul Meotti
Jeffrey MeottiAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
MADISON, CT
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.