{
  "crd_number": 160019,
  "slug": "quabbin-advisors-amherst-ma-160019",
  "primary_business_name": "QUABBIN ADVISORS",
  "legal_name": "QUABBIN ADVISORS, LLC",
  "dbas": [],
  "city": "Amherst",
  "state": "MA",
  "country": "United States",
  "cbsa_code": "11200",
  "metro": {
    "cbsa_code": "11200",
    "common_name": "Amherst Town",
    "msa_name": "Amherst Town-Northampton, MA",
    "path": "/advisors/ma/amherst-town"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2026-05-07",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-06-04",
  "carried_forward": false,
  "raum_total": 109766450.0,
  "raum_discretionary": 0.0,
  "raum_non_discretionary": 109766450.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 5025226.0,
      "count": 11
    },
    "high_net_worth_individuals": {
      "raum": 104741224.0,
      "count": 36
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "MA",
    "NH",
    "PA"
  ],
  "websites": [
    "https://linkedin.com/company/6637097",
    "https://quabbinadvisors.com",
    "https://x.com/QUABBINADVISORS"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/160019",
  "city_as_filed": "AMHERST",
  "url": "https://advisorcensus.com/firm/quabbin-advisors-amherst-ma-160019",
  "display_name": "Quabbin Advisors",
  "summary": "Quabbin Advisors is an SEC-registered investment advisory firm in Amherst, MA, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 4, 2026.",
  "citation": "AdvisorCensus. Quabbin Advisors (CRD 160019): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Quabbin Advisors compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Quabbin Advisors reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Quabbin Advisors located?",
      "a": "Quabbin Advisors' principal office is in Amherst, MA, according to its Form ADV."
    },
    {
      "q": "Is Quabbin Advisors registered with the SEC or a state?",
      "a": "Quabbin Advisors is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 160019."
    },
    {
      "q": "How much does Quabbin Advisors manage?",
      "a": "Quabbin Advisors reports $109,766,450 in regulatory assets under management in its Form ADV filing dated June 4, 2026 (0% discretionary)."
    },
    {
      "q": "What types of clients does Quabbin Advisors serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (36); individuals (other than high net worth individuals) (11)."
    },
    {
      "q": "Which custodians does Quabbin Advisors use?",
      "a": "Quabbin Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and TIAA-CREF Individual & Institutional Services, LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Quabbin Advisors report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/160019"
    },
    {
      "q": "Does Quabbin Advisors state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated June 4, 2026 says: \"While we have no asset minimum, if the amount you have to invest results in our fee being in excess of 2% of your investable assets, we would encourage you to consider other options where you would pay less.\""
    },
    {
      "q": "What changed in Quabbin Advisors' recent Form ADV filings?",
      "a": "In the June 2026 filing data: Newly registered with the SEC."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated June 4, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "While we have no asset minimum, if the amount you have to invest results in our fee being in excess of 2% of your investable assets, we would encourage you to consider other options where you would pay less."
        ]
      }
    ],
    "quotes": [
      "While we have no asset minimum, if the amount you have to invest results in our fee being in excess of 2% of your investable assets, we would encourage you to consider other options where you would pay less."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "TIAA-CREF Individual & Institutional Services, LLC",
      "name_as_filed": "TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/quabbin-advisors-amherst-ma-160019.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 11,
      "fewer_than_5": false,
      "raum": 5025226.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 36,
      "fewer_than_5": false,
      "raum": 104741224.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/160019",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}