# Quish

> Quish is an SEC-registered investment advisory firm in Boulder, CO, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 13, 2026.

- CRD: 146212
- Filed as: QUISH
- Legal name: Quish & Co. LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boulder, CO
- Filing period: October 2026
- Form ADV filing dated: March 13, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/146212
- AdvisorCensus page: https://advisorcensus.com/firm/quish-boulder-co-146212

## Quick answers

**How is Quish compensated?**
On its Form ADV (Item 5.E, October 2026), Quish reports these compensation arrangements: a percentage of assets under its management.

**Where is Quish located?**
Quish's principal office is in Boulder, CO, according to its Form ADV.

**Is Quish registered with the SEC or a state?**
Quish is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 146212.

**How much does Quish manage?**
Quish reports $154,181,658 in regulatory assets under management in its Form ADV filing dated March 13, 2026 (100% discretionary).

**How have Quish's assets and staff changed since 2025?**
In the Form ADV data for Quish: Regulatory assets under management: $113,415,159 in the October 2025 data and $154,181,658 in the October 2026 data, up 36%. Total employees: 1 in October 2025 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Quish serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (13); pooled investment vehicles (other than investment companies and business development companies) (1).

**Which custodians does Quish use?**
Quish's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and J.P. Morgan Securities LLC as custodians holding 10% or more of its separately managed account assets.

**Does Quish 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/146212

**What changed in Quish's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $113,415,159 to $154,181,658 (+36%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- J.P. Morgan Securities 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: $154,181,658
- Discretionary: $154,181,658
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 13 | $127,577,237 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $9,341,800 |
| Charitable organizations | Fewer than 5 | $17,262,621 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Other

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- quishco.com
- LinkedIn @quish

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $113,415,159 | 1 | April 14, 2025 |
| October 2026 | $154,181,658 | 1 | March 13, 2026 |

Regulatory assets under management: $113,415,159 in the October 2025 data and $154,181,658 in the October 2026 data, up 36%.
Total employees: 1 in October 2025 and 1 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $113,415,159 to $154,181,658 (+36%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Quish (CRD 146212): Form ADV filing data as of October 2026.