# Quarry Hill Advisors

> 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.

- CRD: 288334
- Filed as: QUARRY HILL ADVISORS
- Legal name: Quarry Hill Advisors, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Saint Paul, MN
- Filing period: October 2026
- Form ADV filing dated: August 12, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/288334
- AdvisorCensus page: https://advisorcensus.com/firm/quarry-hill-advisors-saint-paul-mn-288334

## Quick answers

**How 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); Subscription: $2,000 a month (Comprehensive Financial Planning). 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated August 12, 2026)

- Hourly rate: $300 an hour (Financial Planning fee)

> 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.

- Subscription: $2,000 a month (Comprehensive Financial Planning)

> Comprehensive Financial Planning consists of an upfront charge of between $500.00 and $4,000.00 and an annual fee that is paid monthly, in advance, at the rate of up to $2,000.00 per month.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $394,847,559
- Discretionary: $370,850,799
- Non-discretionary: $23,996,760

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 71 | $43,946,648 |
| High net worth individuals | 132 | $349,895,908 |
| Charitable organizations | Fewer than 5 | $338,624 |
| Corporations or other businesses not listed above | Fewer than 5 | $666,379 |

### 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)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 5 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, FL, IL, MA, MN, NH, TX, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [quarryhilladvisors.com](https://quarryhilladvisors.com)
- Instagram @kylesmoore
- LinkedIn @quarryhilladvisors
- LinkedIn @bjornamundson
- LinkedIn @kylemoorecfp
- X @couldbebjorn
- X @kylesmoore
- YouTube @bjornamundsoncfp
- YouTube @kylemoorecfp

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $102,000,083 | 3 | July 8, 2021 |
| October 2022 | $194,119,275 | 3 | August 9, 2022 |
| October 2023 | $226,263,480 | 4 | April 26, 2023 |
| October 2024 | $255,674,876 | 5 | March 20, 2024 |
| October 2025 | $292,382,348 | 5 | January 27, 2025 |
| October 2026 | $394,847,559 | 5 | August 12, 2026 |

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.

## Changes in the filing (last 12 months)

### February 2026
- Regulatory assets under management went from $292,382,348 to $394,847,559 (+35%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Quarry Hill Advisors (CRD 288334): Form ADV filing data as of October 2026.