Quinn Capital LLC

RIASEC Registered
Total AUM
$23.9M
Discretionary
$23.9M
100% of AUM
Avg account
$683K
Accounts
35
Employees
2
Advisory reps
2

Firm details

Headquarters
,
CRD number
143182
Fee structure
Percentage of AUM
Client types
  • HNWI69.13%
  • Individuals30.87%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Quinn Capital LLC is a small, owner-operated registered investment adviser that provides discretionary portfolio management to individuals and small businesses. The firm runs a clearly equity-focused strategy: its investment activity centers on exchange-traded equities as the primary vehicle for client exposure. Portfolios are managed on a percentage-of-AUM fee basis and the adviser does not position itself as an ESG investor, pension consultant, or multi-state allocator. The firm’s footprint and service model suggest a hands-on, boutique approach rather than a large institutional platform. Quinn Capital emphasizes liquid, publicly traded instruments to implement client objectives. That approach supports nimble rebalancing and tactical moves within equity markets, and it makes ETFs and single-name stocks the obvious building blocks for core and satellite allocations. The adviser also allocates to commodities as an alternative sleeve, using that exposure to provide diversification and hedge potential inflation or sector-specific risk.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

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: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Contacts

2 of 2
  • Paul Quinn

    Adjunct ProfessorCRD 5292113

  • Emmy Chuck

    Emmy Chuck

    PartnerCRD 6165763

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