QUARVE ASSOCIATES, LLC

Overview

Quarve Associates, LLC is a small, independent registered investment adviser that focuses on financial planning and portfolio management for individual and family clients, as well as small businesses. The firm is organized as a limited liability company and is owner-operated, combining advisory services with accounting-related activities and other financial product distribution. Investment activity tilts strongly toward public equities, with a clear preference for exchange-traded securities as the primary vehicle for client exposure. Fee arrangements include both a percentage-of-assets model and fixed-fee engagements, supporting both ongoing portfolio management and project-based planning work. The firm does not position itself as an ESG-focused manager and operates as a single-state adviser under its current structure. Quarve Associates appears to run a boutique, high-touch practice: the client base is concentrated and account counts are low, which typically allows for customized portfolio construction and tax-aware management that leverage the firm’s accounting capabilities alongside investment advice.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices