AdvisorCensus / Financial advisors / Illinois / Chicago / Quincy Wells Advisors, LLC
Quincy Wells Advisors, LLC
Filed as QUINCY WELLS ADVISORS, LLC
Quincy Wells Advisors, LLC is an SEC-registered investment advisory firm in Chicago, IL, registered since 2020, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.
Quick answers
From the filingHow is Quincy Wells Advisors, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Quincy Wells Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
Where is Quincy Wells Advisors, LLC located?
Quincy Wells Advisors, LLC's principal office is in Chicago, IL, according to its Form ADV; the April 2026 filing also lists 5 other offices (Schedule D, Section 1.F).
Is Quincy Wells Advisors, LLC registered with the SEC or a state?
Quincy Wells Advisors, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 307477.
How much does Quincy Wells Advisors, LLC manage?
Quincy Wells Advisors, LLC reports $87,346,834 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (46% discretionary).
How have Quincy Wells Advisors, LLC's assets and staff changed since 2021?
In the Form ADV data for Quincy Wells Advisors, LLC: Regulatory assets under management: $107,000,000 in the October 2021 data and $87,346,834 in the October 2026 data, down 18%. Total employees: 13 in October 2021 and 22 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Quincy Wells Advisors, LLC serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (232); high net worth individuals (13); pension and profit sharing plans (but not the plan participants or government pension plans) (1).
Does Quincy Wells Advisors, LLC 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/307477
What changed in Quincy Wells Advisors, LLC's recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $45,094,304 to $87,346,834 (+94%). Added an office in Chicago, IL. Added an office in Eldon, MO. Added an office in Fayette, AL. Added an office in Rockwall, TX. Added an office in Wellfleet, MA. Registered or notice-filed in SC, TN, VA.
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 2AMinimum annual fee: None
The brochure's wording
The Advisor generally does not require minimum annual fees or minimum account sizes.
As stated in the firm's Form ADV Part 2A brochure dated March 27, 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$87,346,834 as of October 2026, filing dated March 31, 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
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2020 (6 years)
- Employees
- Total: 22. Performing investment advisory functions: 20.
- Wrap fee program participation
- No.
- Other offices (Schedule D, Section 1.F)
-
5 other offices, as of the April 2026 filing
- States registered or notice-filed
-
26 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 | $87,346,834 | 22 | March 31, 2026 |
| October 2025 | $45,094,304 | 22 | March 27, 2025 |
| October 2024 | $14,580,323 | 22 | April 15, 2024 |
| October 2023 | $19,921,932 | 17 | May 17, 2023 |
| October 2022 | $7,486,816 | 17 | March 30, 2022 |
| October 2021 | $107,000,000 | 13 | June 3, 2021 |
Regulatory assets under management: $107,000,000 in the October 2021 data and $87,346,834 in the October 2026 data, down 18%.
Total employees: 13 in October 2021 and 22 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- April 2026
- Regulatory assets under management went from $45,094,304 to $87,346,834 (+94%).
- Added an office in Chicago, IL.
- Added an office in Eldon, MO.
- Added an office in Fayette, AL.
- Added an office in Rockwall, TX.
- Added an office in Wellfleet, MA.
- Registered or notice-filed in SC, TN, VA.
- February 2026
- Registered or notice-filed in VI.
- December 2025
- Changed its legal name from Great Point Advisors, LLC to Quincy Wells Advisors, LLC.
- Updated its list of owners and control persons (Schedule A).
- November 2025
- Updated its list of owners and control persons (Schedule A).
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.INot reported.
Source: 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. Quincy Wells Advisors, LLC (CRD 307477): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/quincy-wells-advisors-llc-chicago-il-307477