Quayle Asset Management, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 113884
- Fee structure
- Percentage of AUM
- Client types
- Individuals50.46%
- HNWI49.54%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Quayle Asset Management, Inc. is a small independent registered investment adviser focused on serving individual and family clients with discretionary portfolio management and financial planning. The firm’s investment activity is centered on publicly available pooled funds — primarily mutual funds — rather than large direct-stock portfolios or complex institutional mandates. Its advisory approach appears geared toward straightforward, fee‑based asset management using third‑party mutual fund strategies to construct diversified client portfolios. Quayle does not identify as an active ESG investor, is not positioned as a multi‑state or pension consultant, and does not operate as a capital allocator to proprietary private strategies. Portfolio construction favors scalability and simplicity: the bulk of client assets are placed in public funds, which supports a model built around model portfolios or managed mutual fund sleeves rather than heavy direct-equity trading. The firm’s client base and fee structure (percentage of AUM) indicate a traditional wealth management practice geared to households and small business owners rather than institutional clients.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Funds95%
- Cash & Cash Equivalents3%
- Exchange Traded Equities2%
Contacts
1 of 1Mark Quayle
PresidentCRD 1650316
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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