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 Consulting
Firm profile
FINTRXOverview
Quarry Hill Advisors is an independent, owner-managed LLC that registered with the SEC in 2021. The firm focuses on serving individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its fee model includes percentage-of-AUM billing alongside hourly and fixed-fee arrangements. Quarry Hill does not position itself as a capital allocator or an ESG-specialist; it reports that it is not an active ESG investor. The adviser operates as a single-state entity rather than a multi-state advisory platform and is structured as a traditional independent RIA rather than part of a larger related-adviser network.
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%
Contacts
3 of 3Thomas Limborg
Associate Financial PlannerCRD 7950919
BJORN AMUNDSON
Partner and Financial PlannerCRD 5049255
KYLE MOORE
Founder & Financial PlannerCRD 6689134
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 47Active vs passive
$238M in ETFs
9%
$20.2M
90%
$218M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| AVANTIS US SMALL CAP VALUE ETF (AVUV) | Avantis | Active | Small Value | $48.8M | 415,067 | 20.48% |
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
Similar firms
GREATER MIDWEST FINANCIAL GROUP, LLC
RIASAINT PAUL, MN
HIGHMARK WEALTH MANAGEMENT LLC
RIASAINT PAUL, MN
BRIGHT ANGEL ADVISORS LLC
RIASAINT PAUL, MN
WINTER & ASSOCIATES, INC.
RIASAINT PAUL, MN
KNOX AVENUE FINANCIAL CORP.
RIASAINT PAUL, MN
WILKINSON CAPITAL MANAGEMENT, LLC
RIASAINT PAUL, MN