# Quartz Partners Investment Management

> Quartz Partners Investment Management is an SEC-registered investment advisory firm in Saratoga Springs, NY, registered since 2015, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated June 8, 2026.

- CRD: 174327
- Filed as: QUARTZ PARTNERS INVESTMENT MANAGEMENT
- Legal name: Quartz Partners, LLC
- Also doing business as: ADAPTINVESTING, CAMERON HARROD WEALTH MANAGEMENT, CAPITALISTPIG, LLC, ETICO, ETICO PRIVATE WEALTH, FLORENCE WEALTH, MOSS BLUFF MANAGEMENT, NTXGEN ADVISORS, QUARTZ PARTNERS RETIREMENT PLAN SERVICES
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Saratoga Springs, NY
- Filing period: October 2026
- Form ADV filing dated: June 8, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/174327
- AdvisorCensus page: https://advisorcensus.com/firm/quartz-partners-investment-management-saratoga-springs-ny-174327

## Quick answers

**How is Quartz Partners Investment Management compensated?**
On its Form ADV (Item 5.E, October 2026), Quartz Partners Investment Management reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Quartz Partners Investment Management located?**
Quartz Partners Investment Management's principal office is in Saratoga Springs, NY, according to its Form ADV; the July 2026 filing also lists 8 other offices (Schedule D, Section 1.F).

**Is Quartz Partners Investment Management registered with the SEC or a state?**
Quartz Partners Investment Management is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 174327.

**How much does Quartz Partners Investment Management manage?**
Quartz Partners Investment Management reports $611,945,874 in regulatory assets under management in its Form ADV filing dated June 8, 2026 (59% discretionary).

**How have Quartz Partners Investment Management's assets and staff changed since 2021?**
In the Form ADV data for Quartz Partners Investment Management: Regulatory assets under management: $55,009,736 in the October 2021 data and $611,945,874 in the October 2026 data, up 1012%. Total employees: 3 in October 2021 and 26 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Quartz Partners Investment Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (656); high net worth individuals (88); other investment advisers (11).

**Which custodians does Quartz Partners Investment Management use?**
Quartz Partners Investment Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and RBC Capital Markets, LLC as custodians holding 10% or more of its separately managed account assets.

**Does Quartz Partners Investment Management 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/174327

**Does Quartz Partners Investment Management state an account minimum?**
Its Form ADV Part 2A brochure dated June 8, 2026 says: "The minimum account size for new and existing client relationships is $10,000, unless otherwise agreed or if the value drops below the minimum level due to market fluctuations."

**What changed in Quartz Partners Investment Management's recent Form ADV filings?**
In the July 2026 filing data: Added the business name Ntxgen Advisors. Added the business name Capitalistpig, LLC. Regulatory assets under management went from $397,841,888 to $611,945,874 (+54%). Registered or notice-filed in OR.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated June 8, 2026)

- Account minimum: $10,000

> The minimum account size for new and existing client relationships is $10,000, unless otherwise agreed or if the value drops below the minimum level due to market fluctuations.

- Minimum annual fee: $200

> All accounts unless otherwise stated or waived at our Firm’s discretion have a minimum annual fee of $200, which could result in the Client paying an effective rate greater than the rate specified in the fee schedules below.

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.
- RBC Capital Markets, LLC

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: $611,945,874
- Discretionary: $358,317,101
- Non-discretionary: $253,628,773

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 656 | $156,197,186 |
| High net worth individuals | 88 | $205,811,158 |
| Banking or thrift institutions | Fewer than 5 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 10 | $33,841,702 |
| Charitable organizations | 1 | $742 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $0 |
| Other investment advisers | 11 | $212,381,904 |
| Insurance companies | Fewer than 5 | $0 |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $0 |
| Corporations or other businesses not listed above | 3 | $3,499,844 |
| Other | 3 | $213,338 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Other

### Firm details
- Registered since: 2015 (11 years)
- Employees: 26 total, 22 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, CO, CT, FL, HI, IL, IN, MA, NC, NE, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- Danville, IN
- Deerfield, IL
- Las Colinas, TX
- McKinney, TX
- Mt. Pleasant, SC
- Shelter Island, NY
- Utica, NY
- Wayne, PA

### Websites listed on Form ADV (Item 1.I)
- [adaptvest.com](https://adaptvest.com)
- [capitalistpig.com](https://capitalistpig.com)
- [eticoadvisor.com](https://eticoadvisor.com)
- [eticoclient.com](https://eticoclient.com)
- [eticofinancial.com](https://eticofinancial.com)
- [eticousa.com](https://eticousa.com)
- [florencewealth.com](https://florencewealth.com)
- [quartzpartners.com](https://quartzpartners.com)
- Facebook @quartzpartners
- LinkedIn @etico-financial
- LinkedIn @quartz-partners-investment-management
- X @KyleWebberPM
- X @QUARTZINVEST

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $55,009,736 | 3 | August 31, 2021 |
| October 2022 | $50,878,485 | 3 | March 7, 2022 |
| October 2023 | $239,096,806 | 22 | October 3, 2023 |
| October 2024 | $251,414,069 | 18 | March 28, 2024 |
| October 2025 | $281,034,901 | 17 | May 28, 2025 |
| October 2026 | $611,945,874 | 26 | June 8, 2026 |

Regulatory assets under management: $55,009,736 in the October 2021 data and $611,945,874 in the October 2026 data, up 1012%.
Total employees: 3 in October 2021 and 26 in October 2026.

## Changes in the filing (last 12 months)

### July 2026
- Added the business name Ntxgen Advisors.
- Added the business name Capitalistpig, LLC.
- Regulatory assets under management went from $397,841,888 to $611,945,874 (+54%).
- Registered or notice-filed in OR.

### June 2026
- Registered or notice-filed in NJ.

### January 2026
- Regulatory assets under management went from $281,034,901 to $397,841,888 (+42%).
- Employees performing advisory functions went from 13 to 22.
- Changed its office addresses in Utica, NY.
- Added an office in McKinney, TX.
- Added an office in Shelter Island, NY.
- Updated its list of owners and control persons (Schedule A).

### December 2025
- Registered or notice-filed in TN.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Quartz Partners Investment Management (CRD 174327): Form ADV filing data as of October 2026.