Quayle Asset Management, Inc.

RIASEC Registered
Total AUM
$41.8M
Discretionary
$41.8M
100% of AUM
Avg account
$149K
Accounts
281
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 95%, Cash & Cash Equivalents 3%, Exchange Traded Equities 2%95%
  • Public Funds/Mutual Funds95%
  • Cash & Cash Equivalents3%
  • Exchange Traded Equities2%

Contacts

1 of 1
  • Mark Quayle

    PresidentCRD 1650316

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth