QUORUS INC.
Firm details
- Headquarters
- WESTPORT, Connecticut
- CRD number
- 323161
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI93.48%
- Individuals3.42%
- Banking / Thrift Institutions2.64%
- Charitable Organizations0.46%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Quorus Inc. is a fee-based wealth manager that serves individuals and families, operating as a corporate capital allocator with both domestic entity and individual ownership. The firm provides portfolio management for private clients and small businesses as well as for business or institutional clients, and it also engages in selecting third-party advisers. Quorus reports being an active ESG investor, and it charges clients a percentage of assets under management for advisory services. Quorus positions itself with an equity-first preference while maintaining the infrastructure to deploy to external managers and alternative strategies. Its advisory activities indicate a mix of direct portfolio management and manager-sourced allocations, suggesting a hybrid model that blends in-house implementation with outsourced manager selection.
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
- Exchange Traded Equities99%
- Cash & Cash Equivalents1%
Owners & executives
2 of 2KAREN CALBY
Shareholder and CEOCRD 2469078
JOHN HILL
Co-Founder & CEOCRD 6094392
Contacts
3 of 5KYLE BIRMINGHAM
Portfolio ManagerCRD 6223796
JOHN HANLON
Founder and Wealth AdvisorCRD 1092690
Prashant Joshi
Portfolio ManagerCRD 7506495
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WESTPORT, CT
FAIRFIELD
Location
WESTPORT, CT
Headquartered in WESTPORT, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- FAIRFIELD
- Address
- 500 Post Rd E
- Time zone
- ET (UTC-5)
- Office locations
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