QUORUS INC.

RIASEC Registered
Total AUM
$148M
Discretionary
$148M
100% of AUM
Avg account
$618K
Accounts
240
Employees
7
Advisory reps
7

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 99%, Cash & Cash Equivalents 1%99%
  • Exchange Traded Equities99%
  • Cash & Cash Equivalents1%

Owners & executives

2 of 2
  • KAREN CALBY

    Shareholder and CEOCRD 2469078

  • JOHN HILL

    Co-Founder & CEOCRD 6094392

Contacts

3 of 5
  • KYLE BIRMINGHAM

    Portfolio ManagerCRD 6223796

  • JOHN HANLON

    Founder and Wealth AdvisorCRD 1092690

  • Prashant Joshi

    Portfolio ManagerCRD 7506495

Unlock 2 more contacts

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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth