AdvisorCensus / Financial advisors / Minnesota / Minneapolis / Quarry Hill Advisors
Quarry Hill Advisors
Filed as QUARRY HILL ADVISORS · Legal name Quarry Hill Advisors, LLC
Quarry Hill Advisors is an SEC-registered investment advisory firm in Saint Paul, MN, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 12, 2026.
Quick answers
From the filingHow is Quarry Hill Advisors compensated?
On its Form ADV (Item 5.E, October 2026), Quarry Hill Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
How much does Quarry Hill Advisors charge?
Its Form ADV Part 2A brochure dated August 12, 2026 states: Hourly rate: $300 an hour (Financial Planning fee). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Quarry Hill Advisors located?
Quarry Hill Advisors' principal office is in Saint Paul, MN, according to its Form ADV.
Is Quarry Hill Advisors registered with the SEC or a state?
Quarry Hill Advisors is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 288334.
How much does Quarry Hill Advisors manage?
Quarry Hill Advisors reports $394,847,559 in regulatory assets under management in its Form ADV filing dated August 12, 2026 (94% discretionary).
How have Quarry Hill Advisors' assets and staff changed since 2021?
In the Form ADV data for Quarry Hill Advisors: Regulatory assets under management: $102,000,083 in the October 2021 data and $394,847,559 in the October 2026 data, up 287%. Total employees: 3 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Quarry Hill Advisors serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (132); individuals (other than high net worth individuals) (71).
Which custodians does Quarry Hill Advisors use?
Quarry Hill Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Quarry Hill Advisors report any disciplinary disclosures?
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/288334
What changed in Quarry Hill Advisors' recent Form ADV filings?
In the February 2026 filing data: Regulatory assets under management went from $292,382,348 to $394,847,559 (+35%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Hourly rate: $300 an hour (Financial Planning fee)
The brochure's wording
Financial Planning fee is an hourly rate of $300.00 per hour. The fee may be negotiable in certain cases and is due at the completion of the engagement.
As stated in the firm's Form ADV Part 2A brochure dated August 12, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$394,847,559 as of October 2026, filing dated August 12, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Legal name
- Quarry Hill Advisors, LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2021 (5 years)
- Employees
- Total: 5. Performing investment advisory functions: 4.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- States registered or notice-filed
-
8 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $394,847,559 | 5 | August 12, 2026 |
| October 2025 | $292,382,348 | 5 | January 27, 2025 |
| October 2024 | $255,674,876 | 5 | March 20, 2024 |
| October 2023 | $226,263,480 | 4 | April 26, 2023 |
| October 2022 | $194,119,275 | 3 | August 9, 2022 |
| October 2021 | $102,000,083 | 3 | July 8, 2021 |
Regulatory assets under management: $102,000,083 in the October 2021 data and $394,847,559 in the October 2026 data, up 287%.
Total employees: 3 in October 2021 and 5 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- February 2026
- Regulatory assets under management went from $292,382,348 to $394,847,559 (+35%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Quarry Hill Advisors (CRD 288334): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/quarry-hill-advisors-saint-paul-mn-288334