Quarry Hill Advisors
Firm details
- Headquarters
- Saint Paul, Minnesota
- CRD number
- 288334
- Registered since
- August 2, 2021
- Website
- quarryhilladvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI88.62%
- Individuals11.13%
- Corporations / Businesses0.17%
- Charitable Organizations0.09%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Quarry Hill Advisors is an independent, owner-operated RIA organized as an LLC that serves individual and family clients. The firm is SEC-registered (registration year 2021) and describes itself as a capital allocator that provides financial planning, portfolio management for individuals and small businesses, pension consulting services, and selection-of-other-advisers capabilities. Compensation mixes AUM-based fees with hourly and fixed-fee engagements. Quarry Hill is not identified as an active ESG investor and does not report multi-state adviser status.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds54%
- Exchange Traded Equities44%
- Cash & Cash Equivalents2%
- Non-Exchange Traded Equities1%
- Investment Grade Corp Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 50Active vs passive
$259M in ETFs
9%
$22M
90%
$237M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| AVANTIS US SMALL CAP VALUE ETF (AVUV) | Avantis | Active | Small Value | $56.1M | 476,356 | 21.64% |
Location
Saint Paul, MN
Ramsey
Location
Saint Paul, MN
Headquartered in Saint Paul, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- Ramsey
- Address
- 550 Vandalia St
- Time zone
- CT (UTC-6)
- Office locations
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